| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
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Learn about disclosures →Kent works as a financial advisor for Copley Financial Group, Inc., dedicating about half of his time to financial, investment, and tax planning. He also works as a loan officer for Senior American Funding, Inc. and as a financial professional for Heritage Tax & Insurance, spending about 10-20% of his time advising on mortgages and providing insurance, annuities, and tax planning services.