| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
520 Newport Beach Center, Suite 430, Newport Beach, CA, 92660
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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 →Chad is involved with the ALS Association - Orange County Chapter, dedicating minimal time to board meetings and events. Chad also owns multiple rental properties with his wife and serves as HOA President, each requiring minimal time.