| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Annual Fee Schedule for All-Equity, Balanced or Customized Accounts
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA, 90025
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Learn about disclosures →Joseph is involved in several investment-related activities, including owning rental properties, acting as President of Windward Capital Management Company (an affiliated RIA), and owning Mammoth Rock N Bowl (an entertainment/restaurant business). He dedicates nearly full-time hours to Windward Capital Management Company.