| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The client may negotiate the fee schedule with the client’s Advisory Representative.
Gold River, CA
Get directionsEric is an independent solicitor of trust, estate planning, and asset protection services, dedicating minimal time to this activity. He is also a self-employed insurance agent selling fixed life and health insurance, spending about a quarter of his time on this.