| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
San Ramon, 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 →Palash owns rental properties since 2007, dedicating minimal time to collecting rent and maintaining the properties. He also works as an insurance agent/contractor since 2001, selling various insurance products and dedicating about 10-20% of his time to this activity.