| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Learn about disclosures →Alfred operates Kelly Benefits Advisory as a DBA for his LPL business. This activity is investment-related.