Asset management fees are charged based on the totality of the client's financial situation, according to one of two fee schedules. Fee Schedule 1 is 0.50% annually on the first $1,000,000 of assets under management, plus 0.20% annually on everything above that amount. Fee Schedule 2 is $3,000 annually plus 0.20% of assets under management. Fees may be negotiable at the discretion of the Advisor. This service is only available to current clients receiving this service.
Carlsbad, CA
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