| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
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 →Eric is an 80% owner and managing member of BB4L Realty, LLC, owning and managing real estate, dedicating minimal time. He also owns a duplex and acts as a landlord, spending minimal time on this activity.