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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.00% |
| $5M+ | 0.60% |
Fee Estimator
Fees are based on a percentage of assets under management for Wealth Management and Investment Management services, or fixed fees for Financial Planning Projects. Asset management fees are billed quarterly, in advance. The firm generally requires a minimum of $2 million of assets under management, corresponding to a minimum quarterly fee of $4,750 for Wealth Management Services. Financial planning projects are priced according to complexity, typically valued at $400-$600/hour.
Areas of Practice
Advisor Information
Office location
4966 El Camino Real, Suite 109, Los Altos, CA, 94022
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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