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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Minimum annual wealth management fee of $10,000. Fees can be waived or adjusted at the firm's discretion.
Fee Estimator
Wealth management fees are based on a percentage of assets under management, ranging from 0.30% to 0.85% annually, charged quarterly in advance. There is a $10,000 minimum annual fee. Wealth planning and consulting fees range from $2,500 to $20,000 on a fixed fee basis or $150 to $500 hourly. Sub-advisory fees range from 0.25% - 0.35% per year of the assets under management.
Areas of Practice
Advisor Information
Office location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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