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 $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Our standard advisory fee is based on a percentage of your assets under management. For example, the annual fee is 1.50% on the first $100,000, scaling down to 0.50% for assets between $7 million and $10 million. Fees are negotiable for accounts over $10 million. MAPP accounts have a different fee schedule. Financial planning fees are negotiable and can be hourly, flat, or AUM-based.
Areas of Practice
Advisor Information
Office location
101 Parkshore Dr., Ste 100, Folsom, CA, 95630
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 ActivitiesSells Insurance
Jerry is an independent insurance agent, licensed since 2017 to sell life, fixed annuities, disability, and long-term care insurance. He spends minimal time on this activity.