| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
1380 Lead Hill Blvd, Suite 180, Roseville, CA, 95661
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Learn about disclosures →Eric is an Investment Advisor Representative and Registered Representative with Bangerter Financial Services, Inc., dedicating full-time hours during trading hours. He also runs Eric Barbarita Services, a small consulting business advising small business owners, spending minimal time on it during and outside of trading hours.