Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiated with the client and are based on a percentage of plan assets under management, a fixed dollar amount, or a combination of both. Fixed dollar fees will not exceed $300,000 per year and asset-based fees will not exceed 2% annually. The firm may charge a plan onboarding fee not to exceed $50,000. Additional consulting services will be billed at either an hourly rate not to exceed $500 per hour, or as a flat fee.
Areas of Practice
Advisor Information
Office location
777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404
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
Jeremy owns Roger Development Group, overseeing short-term real estate rentals and marketing, dedicating a few hours per week. He is also an insurance agent with ABD Insurance and Financial Services, Inc., spending minimal time during trading hours.