| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,001.
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Learn about disclosures →Homero works as a financial advisor through Castleview Partners LLC, dedicating a significant portion of his time. He also works as a food delivery driver and invests in real estate, and sells advisory, brokerage and insurance products.