Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.1% per year, subject to negotiation. Financial planning is offered at an hourly rate between $100 and $500, depending on the advisor's experience, or a negotiated flat fee. Planning fees may be waived if a client implements the plan through SB Capital Management. Private equity and hedge fund fees vary as described in the brochure.
6345 Balboa Blvd., Building 4, Suite 375, Encino, CA, 91316
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