| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Danville, CA
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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 →Monica is a life insurance agent since 1985, though it doesn't take a significant amount of her time. She is also a tax preparer from February to April, a trustee for a personal friend, a trust planner, and provides notary public services.