All services are included in one advisory fee, which is billed quarterly and equals 0.95% annually on managed assets up to $2 million, 0.75% on assets from $2 million to $5 million and 0.55% on assets above $5 million. Minimum account size is $500,000.
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* Timothy Corriero (represented under the tradename “Juris Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures. See Client Relationship Summary Form CRS.