Fees are based on a percentage of assets under management, hourly charges, and fixed fees. Asset management fees range from 0.45% to 1.25% per year, negotiable based on assets and services. Financial planning fees range from $500 to $50,000 depending on complexity. Hourly fees are $250/hour if a financial plan is cancelled. A minimum of $1,000,000 is required to establish a new advisory account, but this may be waived.
12730 High Bluff Dr, Suite 260, San Diego, CA, 92130
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