| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts greater than $20,000,000.
19200 Von Karman Avenue, Suite 1050, Irvine, CA, 92612
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Christopher is an independent insurance agent for Apriem Insurance Services since 2003, spending minimal time advising on and selling insurance. He is also an independent health insurance agent for Solutions Financial since 2015, dedicating minimal time to this activity.