| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation. For amounts over $5,000,001, the fee is negotiable.
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
Get directionsBrent is an independent insurance agent for various insurance companies. He also serves as a board member for Rosemary Children's Services and a member of Noblesville West LLC, managing real estate; additionally, he is a managing director for Charles W Mason & Assoc, dedicating about a quarter of his time to this role.