| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
San Francisco, CA
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Learn about disclosures →Adam is an investment executive at B. Riley Wealth Insurance Corporation, focusing on fixed insurance sales, dedicating a few hours per week. He also operates JBT Wealth Management as a DBA for his financial securities business through B. Riley Wealth Management, committing full-time hours during trading hours.