| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Equity & Balanced Accounts. Conservative accounts have lower fees.
2251 San Diego Ave, Suite B-257, San Diego, CA, 92110
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