| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Equity and Balanced Accounts Program. Fees are negotiable.
18101 Von Karman Avenue, Suite 700, Irvine, CA, 92612
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