| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
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Learn about disclosures →Maria is a member of Alvarez Wealth Management, LLC, a business entity for tax purposes. She dedicates minimal time to this activity.