| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, as in the case of employee accounts.
4 Orinda Way, Suite 100-B, Orinda, CA, 94563
Get directionsRobert is the General Manager of VitaNova Properties, LLC. He is self-employed, developing and selling residential real estate properties.