| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees negotiable for assets over $25 million.
5796 Armada Drive, Suite 175, Carlsbad, CA, 92008
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Learn about disclosures →Aaron owns a rental property since 2015, but a property manager handles the day-to-day duties. He spends minimal time on this activity.