| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Advisory fees are negotiable.
9665 Wilshire Boulevard, Suite 250, Beverly Hills, CA, 90212
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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 →Maria is the founder and owner of INES LLC, an online retailer of women's sleepwear, since October 2023. This non-investment related activity takes a few hours per week.