| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.80% |
| $500K - $1.0M | 2.50% |
| $1.0M - $3.0M | 1.90% |
| $3.0M - $5.0M | 1.60% |
| $5M+ | 1.60% |
Fees negotiable for accounts over $5,000,001.
1000 Wilshire Blvd, Ste 900, Los Angeles, CA, 90017
Get directionsAlbert is the chairman of the deacon board member for Salinas Chinese Christian Church, a commissioner for the City of Salinas Library Community Service, and a board member for the Chinese American Citizen Alliance-National. These activities involve church operations, community service advocacy, and promoting civic pride, respectively, and take minimal time.