| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are negotiable, but not to exceed 2.50% annually.
8000 Santa Teresa Blvd, Ste 130, Gilroy, CA, 95020
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Learn about disclosures →Michael owns 100% of Christian Wealth Management (DBA) and spends nearly full-time on it. He also has minority ownership in Inspire Investing, LLC-RIA and is a corporate officer, dedicating minimal time. Finally, Michael sells insurance as part of estate planning, spending minimal time.