Investment Supervisory Services (ISS) fees are based on a percentage of assets under management, with a maximum fee of 2.0%. A minimum of $500,000 in assets under management is required, but this may be negotiable. Financial planning fees range from $125 to $1,200 per hour depending on the advisor's role, or a fixed fee typically ranging from $2,500 to $5,000. Prepaid financial planning fees will never exceed $1200 for work that will not be completed within six months.
319 Miller Avenue, Mill Valley, CA, 94941
Get directionsGabriel is a general partner of NVBG, LLC, a real estate entity created in 2016. He spends a few hours per week managing the lease.