| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M+ | 1.05% |
Fees may be negotiable.
Danville, CA
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Learn about disclosures →Eric is an agent for The Furstner Group, Inc. selling life, health, and group health insurance, dedicating minimal time. He also owns rental property and is a trustee for an insurance trust, each requiring minimal time, and is a principal in a financial planning business, dedicating about 10-20% of his time.