| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
2635 N. First Street, Suite 230, San Jose, CA, 95134
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Learn about disclosures →John is a full-time independent insurance agent since 2018, operating under First Street Wealth Advisors as a sole proprietor. This activity is not investment-related.