| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
2437 Main Street, Santa Monica, CA, 90405
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Benjamin is affiliated with Gerber Kawasaki Insurance Services, selling non-variable insurance. He also refers clients to GK Tax and Accounting, acting as a liaison between the client and CPA, dedicating minimal time to this. Finally, Benjamin owns and rents out a unit at his address, taking minimal time.