| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The first $1,000,000 is included with the annual fee of $10,000.
11236 El Camino Real, Suite 200, San Diego, CA, 92130
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