| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
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Learn about disclosures →Gilbert is the owner and president of Talbert Financial Services, and sells fixed insurance products. He spends about a quarter of his time on these activities, with the majority of the time during market hours.