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Account Size
Our minimum account size is $250,000.
Management Fee
Our management fee is 1.5% annually on the first $500,000 and 1% annually on any amount over $500,000. Our fee is billed quarterly.
Open An Account
We seek clients who share our long-term approach to building wealth. We invite you to meet with us to discuss your investment objectives and the possibility of opening an account.
Click here to contact us or call us at (310) 396-3879. Thank you for your interest in our firm.
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