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 $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, using a tiered rate schedule. For example, a client with $1,000,000 in AUM would pay $2,626.03 for the first quarter of the year. Once a household reaches $5,000,000.01 in managed assets, a flat rate fee schedule applies. The firm typically requires a minimum portfolio size of $500,000. Financial planning services are offered at $250 per hour (6-hour minimum) or a flat fee (minimum $1,500). Fees are negotiable. Clients also pay brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597
Get directionsRegulatory History
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