| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
702 Marshall Street, Suite 411, Redwood City, CA, 94063
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Manish works as a technology consultant and also as an adjunct professor at California Science and Technology University. These activities take a few hours per week.