| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are potentially negotiable and may vary from client to client.
San Francisco, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joseph is involved in several outside business activities, including business development for Cornerstone Wealth Group (full-time), serving on the advisory board for Green Visor Capital Management Company (minimal time), and acting as a general partner for Gryphon Capital Management (minimal time). He also has roles in his spouse's art advisory business, the Pacific Union Club, RRR Ventures, Strategic Project Solutions, CION, and the Preservation Hall Foundation.