| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
1601 Carmen Dr, Suite 203E, Camarillo, CA, 93010
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Learn about disclosures →Alysia works as an assistant and employee at Accentrix Advisors, LLC, dedicating about three-quarters of her time to giving financial advice. She also works as an RIA representative for TCFG Investment Advisors, LLC, spending about a quarter of her time there, and as an executive assistant at Terry Deever CPA & Accountancy Corporation.