| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances.
110 East 59th Street, 7th Floor, New York, NY, 10022
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 →John is the President of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group, since January 2023. He dedicates a few hours per week to managing the chapter.