| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees negotiable for accounts over $250,000,000
6 Venture, Suite 395, Irvine, CA, 92168
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Learn about disclosures →Thomas is a 100% owner of Mineral King Partners, LLC, a business consulting firm, and an independent contractor for Sutter Securities Inc. and Sutter Securities Financial Services, Inc. He also provides in-home supportive services to a disabled friend, dedicating about a quarter of his time.