| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Minimum account balance of $500,000 and a minimum fee of $1,562.50/quarter. These minimums may be waived or lowered in our sole discretion.
330 N. Brand Blvd, Suite 850, Glendale, CA, 91203
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