| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be discounted for charitable foundation accounts and are negotiable on a client-by-client basis.
1157 Coast Village Road - Suite A, Montecito, CA, 93108
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