| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5 million.
100 Smith Ranch Road, Suite 110, San Rafael, CA, 94903
Get directionsRaymond is the owner of The Putney Financial Group LLC, Chairman of the Board and Registered Representative with Portsmouth Financial Services Inc., and an owner/operator of Numismatic Resale & Bookends. He also holds a life and health insurance license in California, spending minimal time servicing existing policy holders.