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 $30.0M | 0.60% |
| $30.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200.0M - $300.0M | 0.20% |
| $300.0M - $400.0M | 0.15% |
| $400.0M - $500.0M | 0.10% |
| $500.0M - $750.0M | 0.05% |
| $750.0M - $1000.0M | 0.03% |
| $1000M+ | 0.03% |
Fees are negotiable.
Fee Estimator
Discretionary investment management fees are based on the market value of assets under management, invoiced either as a retainer (negotiated monthly or quarterly) or as a percentage of assets (paid quarterly in arrears). The minimum discretionary investment management account size is $30 million, with a corresponding annual minimum fee of $150,000, though this may be waived. Non-discretionary advisory fees are also invoiced either as a retainer or percentage of assets, with the percentage typically not exceeding 1.5% of assets under advisement. The minimum non-discretionary investment advisory account size is $100 million with a corresponding annual minimum fee of $250,000, though this may be waived. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
1080 Marsh Road, Ste.100, Menlo Park, CA, 94025
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is dually employed by MYCFO and Harris Investor Services, Inc.