| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
2843 Manlove Road, Sacramento, CA, 95826
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Learn about disclosures →Daniel works as an Officer Relations Manager at CAHP Credit Union. This activity is not investment-related.