| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
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Learn about disclosures →Scott is an insurance agent at Heritage Tax and Insurance, providing fixed annuities and life insurance advice, dedicating about 10-20% of his time. He also works as a delivery driver for Door Dash, spending about 10-20% to about a quarter of his time delivering groceries and store goods.