| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
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Learn about disclosures →Stephen is involved in real estate sales with HomeSmart, dedicating a few hours per week. He also owns The Winfield Group LLC, where he sells fixed insurance, life insurance, and annuities, dedicating nearly full-time hours to this activity.