| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
1300 Clay Street, #600, Oakland, CA, 94612
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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 →Cheryl is an officer/manager at Professional Staffing Group, Inc. (DBAs Trust Administrators, Inc., RAC Insurance & Financial Services, Inc., Benefit Services, Inc.) since 1984, focusing on health insurance sales and service, client support, and office management, dedicating about half of her time to this business.