| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.02% |
| $500K - $750K | 0.02% |
| $750K - $1000K | 0.02% |
| $1M+ | 0.02% |
This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.
9404 Genesee Avenue, Suite 340, La Jolla, CA, 92037
Get directionsMichael is an estate planning agent since 1982, spending about a quarter of his time on financial plans and insurance sales. He is also a tax preparer, a managing member of FSA Integrated LLC, a 50% owner in St. Amour-Frager Realty, and an investment advisor with Balboa Wealth Partners.