| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are subject to negotiation.
3470 Mt. Diablo Blvd., Suite A215, Lafayette, CA, 94549
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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 →Donna is an Endowment Committee Member at both the Moraga Education Foundation and the Cancer Support Community since 2018. In these roles, she acts as an advisor and liaison regarding endowment goals and investment guidelines, spending minimal time on each entity.