| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis.
Berkeley, CA
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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 →Rachel is a board member for Philipson Business Properties, Tara Health Foundation, and One Fair Wage, and an advisor for the Just Economy Institute. She also serves as a Director and Board Member for the Freedom Economy Business Association, dedicating a few hours per week, and as a Council Member for the Robert Wood Johnson Foundation Truth, Repair, Transformation Wisdom Council.