| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.01% |
| $25M+ | 0.01% |
This fee schedule applies to the Small Cap Equity Strategy. Other strategies have different fee schedules.
600 West Broadway Suite 1000, San Diego, CA, 92101-3383
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Gary is a member/PM at Rice, Hall James & Associates LLC since 1983. This investment-related activity takes up nearly full-time hours, with 143 hours spent on trading.