| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.75% |
Fee Schedule updated effective 4/1/23, to be typically applied to new Client relationships. Fees are negotiable.
100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903
Get directionsRobert is an LLC member of Double Eagle Partners, LLC, and President of Hollencrest Insurance Services, Inc., where he sells life insurance. He also dedicates minimal time to various LLC management and board member roles, and provides advice to VIMtrek, LLC.