| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Maximum annual advisory fee is 1.75% and is negotiable.
225 S. Lake Avenue, Suite 1075, Pasadena, CA, 91101
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 →Gretchen works as a notary and provides tax preparation/accounting services, each taking minimal time. She also provides investment advisory services through The Sterling Group, dedicating nearly full-time hours, and owns rental real estate, requiring minimal time.