| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.95% |
| $2.5M+ | 0.85% |
Fees are negotiable.
Los Altos, CA
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