| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
The Advisor reserves the right, in its sole discretion, to negotiate, reduce or waive the Investment Advisory Fee for certain Client accounts.
Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR, 00969
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Learn about disclosures →Goel works as an independent contractor and CPA, providing accounting services since 2018. This activity, which is not investment-related, takes a few hours per week.