Investment advisory fees are paid quarterly, based on the average daily ending market value of assets under management. The annual fee will not exceed 2.00%. Fees may be negotiable. Financial planning and consulting services are offered at an hourly rate of up to $350 per hour, or on a fixed or recurring fee basis ranging from $500 to $10,000. A $100 annual fee is charged for each corporate account.
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
Get directionsKelli is the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. This non-investment related activity takes nearly full-time hours.