| 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% |
1300 West Lodi Ave., Lodi, CA, 95242
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Learn about disclosures →Dennis serves as a successor trustee for the Jack Alquist Trust and the Faulkner Trust, and as trustee for the Wilkerson Family Trust. He is also a Vice President at Wulff Hansen & Co. (acquired by McClurg Capital Corporation), where he manages client portfolios, taking about half of his time.