| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on a number of factors.
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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 →Wade is a Managing Principal at Stonemark Wealth Management DBA WESPAC Advisors So Cal LLC, managing client relationships and business functions. He also works as an agent/advisor for Time Financial/WSPC Insurance Services, placing insurance products for clients for minimal time each month.