| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
6101 Bollinger Canyon Rd, Suite 310, San Ramon, CA, 94583
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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 →Eric works as an assistant to the owner at Norman Loofbourrow, a financial planning/investment advisory firm. He dedicates nearly full-time hours to this business, with a significant portion during securities trading hours, primarily filling out paperwork and handling account maintenance.