| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503
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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 →Norikazu is the owner of Angel Marketing, LLC, which sells group health benefits to businesses. He also works with various brokerages selling non-NYL, non-registered products.