| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Carl is involved in insurance sales through Target Insurance Services, dedicating a few hours per week. He is also the sole member of BMPT Wealth Management, LLC, a DBA used to pay business expenses, spending minimal time on this activity.