| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable for accounts above $100,000,000. Using the previous tier's fee percentage.
1861 California Avenue, Suite 101, Corona, CA, 92881
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Learn about disclosures →Chad owns rental homes and spends no time on them due to a property manager. He is also an owner and investment advisor at Pacific Capital, an RIA firm and insurance business, dedicating full-time hours to this role. Additionally, Chad serves as the City Treasurer for the City of Corona, spending minimal time overseeing finances.