| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees are negotiable.
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626
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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 →Evan serves as a Board of Director, Treasurer, and Chair of the Finance Committee for Options for Learning, taking about 10-20% of his time. He also serves as a Board of Director and Chair of the Finance Committee for Joni and Friends Foundation, dedicating minimal time.