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 | 0.95% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Investment management fees for individual accounts range from 0.60% to 0.95% annually, based on assets under management. ERISA retirement account fees range from 0.075% to 0.75%. Financial planning fees are negotiable, generally charged at $200 to $300 per hour or a fixed fee from $1,000 to $25,000. Startup retirement plans may have a fixed fee of $1,000 to $5,000 per year, plus asset-based fees.
Areas of Practice
Advisor Information
Office location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
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.
Learn about disclosures →Other Business Activities
Gary is a business editor for radio station KNBR 680, providing daily market and business updates and hosting a weekly talk show, dedicating a few hours per week. He also serves on the board of directors for the Croatian Scholarship Fund, a non-profit organization.