| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable.
1910 120th Pl Se, Suite 102, Everett, WA, 98208
Get directionsGary has multiple business interests, including CAYSAM, LLC, Helium Financial Group, H. Maris and Associates, Helium Tax, Helium Day Tax, The Tax and Accounting Group, and Element Planning Solutions LLC. He also provides life insurance services, dedicating minimal time to each of these activities.