| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.02% |
| $1M+ | 0.02% |
Fees negotiable over $1,000,000. This is for Retail Asset Management.
3100 Oak Road #380, Walnut Creek, CA, 94597
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Learn about disclosures →David is the CEO of MIG Inc., dedicating about a quarter of his time to this role. He also holds roles in several other companies, including Fortune Strategies (an insurance brokerage), Mosaic Brazil Limitada, Mosaic Corporate Services, Mosaic Financial Uzbekistan, Mosaic Energy LLC, and Mosaic Properties, LLC, but spends minimal time in each of these roles.