| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees above $25,000,001 are negotiable, but no greater than 0.60%.
Lincoln, CA
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 →Leo is the Director of Obran Group Capital Holdings LLC, taking about a quarter of his time. He is also a co-owner of Chosen Family Office and owner of Leo Freeman LLC, dedicating about 10-20% of his time and minimal time respectively to these activities.