| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.75% |
Fee Schedule updated effective 4/1/23, to be typically applied to new Client relationships. Fees are negotiable.
100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903
Get directionsPeter is an LLC member of Double Eagle Partners, LLC (hedge fund manager), F4F-San Antonio LLC, and Power Play Partners LLC, and Secretary of Hollencrest Insurance Services, Inc. He also provides advice to Vimtrek, LLC for a few hours per week.