| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Some clients may negotiate other fee arrangements, including fixed percentage or floating rate fees.
875 Prospect Street, Suite 315, La Jolla, CA, 92037
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Learn about disclosures →Brian has a 5% ownership stake in Marvin & Palmer Associates, an investment-related business. He has no title, role, or responsibilities within the company.