| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsTroy works with Heritage Tax & Insurance, Inc. as an insurance producer and estate planning attorney, spending about a quarter of his time there. He also works full-time as an investment advisor representative with Copley Financial Group, Inc. and dedicates a few hours per week as a mortgage loan originator with Senior American Funding, Inc.