| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
140 S. Chaparral Court, Ste 130, Anaheim Hills, CA, 92808
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Paul is a sole proprietor involved in insurance sales, dedicating about 10-20% of his time. He is also the President of 2E Wealth Management Inc and an insurance agent for TCFG Insurance Solutions, LLC, selling various insurance products.