| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5 million.
100 Smith Ranch Road, Suite 110, San Rafael, CA, 94903
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Learn about disclosures →Andrew is a full-time employee of The Putney Financial Group, Registered Investment Advisers. He also works under Portsmouth Financial Services dba.