| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are not tiered based on AUM. The Adviser reviews and redetermines the applicable Advisory Fee rate approximately every six (6) months based on each client’s current AUM.
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266
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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 →Diego operates Madrid Financial Services and Madrid Retirement Advisors as DBAs for his LPL business. He also provides investment advisory services through Madrid Financial Services, spending significantly more than full-time hours on this activity.