| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts greater than $20,000,000.
19200 Von Karman Avenue, Suite 1050, Irvine, CA, 92612
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Learn about disclosures →Joshua is an independent insurance agent for Apriem Insurance Services and Solutions Financial, selling and advising on insurance products. He dedicates minimal time to these activities.