| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are not tiered based on AUM. The Adviser reviews and redetermines the applicable Advisory Fee rate approximately every six (6) months based on each client’s current AUM.
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266
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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 →Jerry operates under several DBAs for his LPL business and Madrid Financial Services, Inc, providing investment advisory services. He also serves as President of Full Circle Media, a business entity for tax/investment purposes, dedicating a few hours per week to this role.