| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
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Learn about disclosures →Alex provides tax preparation, bookkeeping, and tax consulting services through Cal Financial Services LTD, dedicating minimal time to the business. Alex also volunteers on the Town of Plainville Aviation Commission, spending minimal time reviewing airport maintenance and budget.