| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. For certain Clients, the Advisor may charge a fixed fee for its services instead of a tiered schedule.
2221 Rosecrans Avenue, Suite 150, El Segundo, CA, 90245
Get directionsJohn is a licensed insurance professional at the same address. This activity requires about 10-20% of his time.