| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503
Get directionsDaniel is a California registered insurance agent focusing on the sales of life, disability, and long-term care insurance. He also serves as Treasurer at Santa Monica Palisades Lodge #307, a non-profit fraternal order, dedicating a few hours per week to bookkeeping and managing bank accounts.