| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation. For amounts over $5,000,001, the fee is negotiable.
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
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Learn about disclosures →Sun is an independent insurance agent for various independent insurance companies. She also works as a Notary Public and CFP/EA designee, dedicating minimal time to the former and a few hours per week to the latter.