| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
650 California Street, 7th Floor, San Francisco, CA, 94108
Get directionsAaron is an assistant coach for the Palm Springs Masters Swim Team, working about 20 hours per month. Twelve of those hours occur during market hours, and the activity is not investment advisory related.