| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced for combined household accounts.
5740 Windmill Way #13, Carmichael, CA, 95608
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Mario is an Investment Advisor Representative at Ridge Capital Advisors, LLC, dedicating approximately 60 hours per month to providing investment advice. He also owns Net Worth Consulting, LLC, where he works as a licensed insurance agent, spending another 60 hours per month on insurance sales.