| 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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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 →Ara holds a CA real estate broker license since 2004 but has not practiced. He provides consultation to C Sharp Property Management, which is managed by his wife for their homeowners association, spending a few hours per week on this activity.