| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances.
1482 Carmelita St, Laguna Beach, CA, 92651
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Learn about disclosures →Luis owns and manages a rental property since 2014, unrelated to his advisory business. He spends a few hours per week on this activity.