| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
2437 Main Street, Santa Monica, CA, 90405
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 →Kyle refers clients to GK Tax and Accounting and acts as a liaison between the client and the CPA, also providing financial planning advice. Kyle dedicates a few hours per week to this business.