| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsMatthew works as a consultant for Universal Consulting Group, focusing on marketing lead generation for mortgages. He dedicates a few hours per week to this activity.