| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsJeremy owns Wise Medicare, where he works as an insurance agent offering fixed annuities, disability, health, life, employee benefits, and long-term care, dedicating about 10-20% of his time. He is also a 50% silent partner in ClearView Insurance & Financial Services and a board member of NAIFA.