| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677
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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 →Jon is the President of Kerby Financial Services, focusing on tax preparation, planning, and bookkeeping, which takes significantly more than full-time hours. He is also a licensed insurance agent with TCFG Insurance Solutions, selling life and disability insurance, and affiliated with TCFG Investment Advisors, providing advisory services.