| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.02% |
| $500K - $750K | 0.02% |
| $750K - $1000K | 0.02% |
| $1M+ | 0.02% |
This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.
444 West Ocean Blvd, 1400, Long Beach, CA, 90802
Get directionsJohn is involved with the Long Beach Area Chamber of Commerce, The Salvation Army, Long Beach City College Foundation, and St. Mary's Medical Center. He is also a licensed insurance agent, spending about 10% of his time on insurance sales and implementations.