| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
15373 Innovation Drive, Suite 253, San Diego, CA, 92128-3428
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Learn about disclosures →Eric is a full-time sales agent for Western Southern Life. He also serves as a director on the HOA board and is a notary public, though not currently active.