| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
3658 Mt. Diablo Blvd, Ste. 210, Lafayette, CA, 94549
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Learn about disclosures →William is a Partner and CFP at Mosher Financial Advisors, LLC, focusing on financial planning and investments since 2018. He dedicates nearly full-time hours to this business, including time during securities trading hours.