| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances.
5650 El Camino Real, Ste 223, Carlsbad, CA, 92008
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Learn about disclosures →James is the President/CEO of Plotkin & Assoc, Inc DBA Plotkin Group, which provides employee assessments. He dedicates nearly full-time hours to operating the business, serving clients, obtaining new clients, and other duties.