| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. Fees may be negotiable.
600 Alfred Nobel Drive, Hercules, CA, 94547
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Learn about disclosures →Navjeet is a member of CSSS Investments, LLC (owns commercial real estate), Dublin Hospitality, LLC (land ownership), C&A Holding, LLC (owns stock invested in Earned Wealth), Chahal Hospitality LLC (no assets), and Chahal Rentals, LLC (no assets). All entities are located at the same address.