| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
2050 Lyndell Terrace, Suite 110, Davis, CA, 95616
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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 →Benjamin is an associate of Approved DBA BCJ Financial Group, focusing on life, health, and annuity sales. He also refers merchants to iTransact, a credit card processing company, dedicating minimal time to this activity.