| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405
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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 →Danilo is an agent/owner at Gerber Kawasaki Insurance Services, focusing on non-variable insurance and dedicating about 10-20% of his time. He also owns rental properties in Brazil, is involved with Get Invested (a webinar) for about a quarter of his time, and is an investor in several businesses and real estate ventures.