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 $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.
Fee Estimator
The annual portfolio management fee is based on a percentage of your assets under management, starting at 0.95% for the first $1 million up to $2.5 million. There is a $9,500 minimum annual fee. Wealth and financial planning fees range from $2,000 to $10,000 on a fixed fee basis, or $225 to $300 per hour. Fees are negotiable and may vary among clients.
Areas of Practice
Advisor Information
Office location
One Embarcadero Center, Ste 2530, San Francisco, CA, 94111
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
Gerald owns and manages single-family rental properties through Luminous Properties since 2015. This activity requires a few hours per week.