| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to a 0.05% fee for broker-dealer oversight.
464 North Indian Hill Blvd., Claremont, CA, 91711-4650
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 →Gaetano is an investment advisory representative at Claremont Financial Group Inc. since March 2021, dedicating full-time hours to this role. Gaetano is also a life insurance agent since September 2019.