| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
2882 Prospect Park Drive, Suite 300, Rancho Cordova, CA, 95670
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Learn about disclosures →John owns rental property since 2014, spending minimal time on it. He earns $5,000 annually from this activity.