Fee Structure

Here’s what our clients pay us, based on the portfolio sizes shown.  These are blended, annualized rates determined by our fee schedule:

              $1 million = 1.00%

              $2 million = .75%

              $3 million = .67%

              $4 million = .56%

              $5 million = .50%

Here is our fee schedule, upon which the above blended rates are based:

Assets Under Management Annual Fee %
First $1000,000 1.00%
Next $1000,000 - $1,999,999 0.50%
Above $3000,000 0.25%

* Subject to minimum annual fee of $5,000


·       Clients with $1,500,000 in assets under management (AUM) will be charged annually 1% of the first $1,000,000, plus .50% on the next $500,000.

·       Clients with $3,250,000 AUM are billed 1% on the first $1,000,000, plus .50% on the next $2,000,000, plus .25% of the remaining $250,000.

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7571 N. Remington
Fresno, CA 93711

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