| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.35% |
| $3.0M - $7.0M | 0.20% |
| $7.0M - $10.0M | 0.15% |
| $10.0M - $15.0M | 0.10% |
| $15M+ | 0.05% |
Fees are negotiable.
San Jose, CA
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