| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed annual fee or fixed rate fee or a fee schedule that differs from above.
4100 Newport Place, Suite 255, Newport Beach, CA, 92660
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Learn about disclosures →Michael is a partner/owner in MJ Ventures, a real estate investment partnership, since 2021, and an owner in Sandpiper Exchange LLC, an e-commerce business, since 2022. Since 2024, Michael also works as a tax preparer for Veracity Capital Tax Advisors, LLC, dedicating a few hours per week.