| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis.
Berkeley, CA
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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 →Maya is a board member of Philipson Business Properties L.P. since 2005, dedicating minimal time and having no individual authority. She also works as a management consultant for Abacus Wealth Partners since 2021, spending a few hours per week and not providing advisory services or interacting with clients.