| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.35% |
| $5M+ | 1.10% |
247 N El Camino Real, Encinitas, CA, 92024
Get directionsBrandon owns Lister Enterprises, a disk jockey and entertainment service, since 2022. He spends minimal time on this non-investment related business.