| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.85% |
| $150K - $750K | 1.65% |
| $750K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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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 →Spencer works as an employee providing administrative support for O'Donnell Financial Services LLC, an outside registered investment advisor. This takes about a quarter of his time.