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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The Registrant generally requires an annual minimum fee of $3,000 for its investment advisory services. The Registrant’s investment advisory fee is negotiable at Registrant’s discretion.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets managed, generally between 0.30% and 1.25%, but is negotiable. There is a minimum annual fee of $3,000 for investment advisory services. For retirement plan services, the annual advisory fee is generally between 0.15% and 0.70%, with a minimum annual fee of $5,000. Stand-alone financial planning and consulting fees are negotiable, generally ranging up to $1,000 per hour. Tax preparation services are billed at $300 per hour, subject to a minimum fee of $1,500.
Areas of Practice
Advisor Information
Office location
150 Spear Street, Suite 1600, San Francisco, CA, 94105
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 →