| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Maximum annual advisory fee is 1.75% and is negotiable.
225 S. Lake Avenue, Suite 1075, Pasadena, CA, 91101
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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 →Anthony sells life, disability, long-term care, and fixed insurance products through The Sterling Group, dedicating minimal time to this activity. He also acts as co-trustee of his father's living trust and holds power of attorney for his father, and owns partial interests in real estate.