| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable. Clients will not be charged a total management fee over the 2% industry average.
1350 Old Bayshore Highway, Ste 520, Burlingame, CA, 94010
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Learn about disclosures →Deirdre is a part-time academic professional in the Financial Planning Program at Boston University since January 2024. She dedicates a few hours per week to this activity.