| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
San Diego, CA
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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 →Raymond is the Marketing Director and Owner of XMvisuals LLC DBA FASTSIGNS, dedicating a few hours per week. He also owns rental property, requiring minimal time, and works as an Insurance Agent for Forthright Capital Partners, LLC, selling life insurance and fixed annuity products about half his time.