| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583
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 →Kent is an artist, creating and promoting artwork, dedicating a few hours per week to this activity. Kent also works as an insurance agent/broker, spending nearly full-time selling and servicing auto, homeowners, and commercial insurance coverages.