| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for assets over $3,000,000. Using the previous tier's fee percentage.
La Quinta, 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 →Laine is the President, Owner, and Operator of Rinker Financial, providing mortgages for 1st and 2nd trust deeds. This activity takes about a quarter of Laine's time.