| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are subject to negotiation.
27200 Agoura Road, Suite 200, Calabasas, CA, 91301
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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 →Beau is the co-owner, employee, and president of Wirick Media since 2021. He dedicates a few hours per week to this business.