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 $10.0M | 0.25% |
| $10.0M - $30.0M | 0.20% |
| $30.0M - $50.0M | 0.17% |
| $50M+ | 0.15% |
Fees for Institutional Liquidity Management Services are negotiable based on factors such as client type, referring source, asset class, pre-existing relationships, portfolio complexity and account size, requirements, or other special circumstances.
Fee Estimator
The annual fee for Institutional Liquidity Management (ILM) services is a percentage of assets under management (see table). The minimum annual fee for ILM accounts is $7,500, assessed monthly. Relationship management services are charged at 0.12% of total client assets under consultation. Both ILM and relationship management fees are calculated and charged monthly in arrears. Fees are negotiable based on client circumstances.
Areas of Practice
Advisor Information
Office location
11622 El Camino Real, San Diego, CA, 92130
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
Anthony owns and manages two residential real estate properties since 2013. He spends minimal time on this activity.