| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
La Conner, WA
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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 →Wayne owns Align Financial Services, which is compensated based on assets under management at Tamalpais Asset Management. He also receives rental property income from a property in Park City, UT.