| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, 92675
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Learn about disclosures →Ryan works as an advisory agent for Optivest Inc., a registered investment advisor, since 2020. This activity takes up a significant portion of Ryan's time.