| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are negotiated for accounts over $10,000,000.
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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 →Alisha is associated with Hub International, Hub International Insurance Services, and HUB Retirement and Wealth Management. She works full-time as a Registered Investment Advisor.