| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 0.99% |
| $500K - $1.0M | 0.89% |
| $1.0M - $2.0M | 0.79% |
| $2.0M - $4.0M | 0.69% |
| $4M+ | 0.59% |
950 Northgate Drive-Suite 301, San Rafael, CA, 94903
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 →Jesse is involved in several outside business activities. He is a member of the California Department of Insurance Curriculum Board, an agent/broker for San Francisco Bay Area Health Plans, a loan agent for Pacific Wide Lending, a National Board Trustee for NAIFA, and a personal financial counselor for the Department of Defense, taking about half of his time.