| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsMartin owns 50% of a rental property since 2006, dedicating nearly full-time hours to it. He also works as an insurance agent selling fixed, life, health, and property & casualty insurance, spending minimal time on this activity.