Investment Supervisory Services (ISS) fees are based on a percentage of assets under management, with a maximum fee of 2.0%. A minimum of $500,000 in assets under management is required, but this may be negotiable. Financial planning fees range from $125 to $1,200 per hour depending on the advisor's role, or a fixed fee typically ranging from $2,500 to $5,000. Prepaid financial planning fees will never exceed $1200 for work that will not be completed within six months.
319 Miller Avenue, Mill Valley, CA, 94941
Get directionsNo 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 →