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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are subject to negotiation. Minimum quarterly account fee of $1,125 may be waived.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets (see the fee schedule). For example, the fee on the first $2,000,000 is 1.00%. The firm has a minimum quarterly account fee of $1,125, which may be waived. Clients are also responsible for brokerage commissions, transaction fees, and other related costs. Clients engaging Independent Managers will incur additional investment advisory fees. Fees are subject to negotiation.
Areas of Practice
Advisor Information
Office location
3470 Mt. Diablo Blvd., Suite A215, Lafayette, CA, 94549
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
Donna is an Endowment Committee Member at both the Moraga Education Foundation and the Cancer Support Community since 2018. In these roles, she acts as an advisor and liaison regarding endowment goals and investment guidelines, spending minimal time on each entity.