| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiated for complex or unusual circumstances. Reduced fees or reduced minimum fees may be arranged based on a variety of criteria.

684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711
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Learn about disclosures →Jeff and his wife, Angela, have been married since 2005. In May 2010, they welcomed their two children, twin girls Alexandria and Addison. In December 2011, they bought a home in the community of Appaloosa Acres with their primary thought to just get out of the city. Since then, they have grown into part-time farmers with a small garden, horses, goats, chickens, ducks, geese, and (if Angela gets her way) more animals on the way. Jeff and Angela also enjoy CrossFit, the outdoors, spending time with family, and traveling.