| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are negotiated for accounts over $10,000,000.
101 Parkshore Dr., Ste 100, Folsom, CA, 95630
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 →Brian is an independent insurance agent since 2002, licensed to sell life, fixed annuities, disability, and long-term care insurance. He spends a few hours per week on this activity, with minimal time during trading hours.