| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees may be negotiable at the sole discretion of the Advisor.
900 Canterbury Place Suite 340, Escondido, CA, 92025
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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 →Marc is an independent insurance agent selling insurance products. This activity is not investment related and takes about 10-20% of Marc's time.