| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
Chula Vista, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alan is an insurance agent at Forthright Capital Partners, LLC, spending about half his time soliciting life insurance and fixed annuity products. He is also the single member owner and president of AP Capital Advisory Group LLC, focusing on real estate investment properties and dedicating minimal time to this.