Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. Minimum account size of $500,000 may be waived.
Fee Estimator
For wealth management investment services, fees are based on a percentage of assets managed (see table). For wealth management planning services, fees start at $4,000 on a fixed fee basis. Sub-advisory services range from 0.20% to 1.00% annually. Advisory consulting services are offered at $500 per hour. Cash management services have a $1,000 annual fee, waived for investment management clients. A minimum of $500,000 is generally required to open and maintain an investment advisory account, but this can be waived.
Areas of Practice
Advisor Information
Office location
101 Montgomery Street, Suite 2400, San Francisco, CA, 94104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Craig is a director-partner at Genesis Capital Management, LLC, an investment research company. He dedicates minimal time to this role and does not offer advice or research.