| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
9845 Erma Rd, San Diego, CA, 92131
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Learn about disclosures →Brian is the Managing Director, President/CEO of Highland Capital Financial Consulting LLC, an insurance marketing agency, since 2005, dedicating about 10-20% of his time. He is also a managing director at Individual Insurance Solution, Inc., an insurance agency, and an office manager for San Diego Financial Center, LLC.