| 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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Learn about disclosures →Henry works for TCFG Investment Advisors in conjunction with his employment at TCFG Wealth Management. This activity takes nearly full-time hours.