| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Equity and Balanced Accounts Program. Fees are negotiable.
18101 Von Karman Avenue, Suite 700, Irvine, CA, 92612
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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 →Roger is the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, providing financial planning advice. He dedicates minimal time to this business and will not accept clients or earn fees while employed by First Foundation Advisors.