| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Irvine, CA
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Learn about disclosures →Gregory is an investment advisor and CPA, managing investments and providing tax/accounting services. He also owns an insurance business and a government finance consulting business, and spends about 10% of his time on TCFG Insurance Solutions LLC.