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 $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees above $100 million are customized.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The standard fee is 0.65% on the first $50 million and 0.50% on the balance over $50 million. Balances over $100 million are customized. A $50 million asset level is generally required, equating to a minimum annual fee of $325,000. Clients with less than $50 million in assets under management will pay more than 0.65%. Clients also incur separate fees paid to broker-dealers and custodians, as well as management and performance fees charged by third-party managers.
Areas of Practice
Advisor Information
Office location
255 California Street, Suite 500, San Francisco, CA, 94111
Get directionsRegulatory History
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