Based on a % of net assets under management
Payable quarterly, in advance.
Client may cancel the Investment Account Advisory Agreement with written notice and receive prorated refund of the account advisory fee for the then current quarter.
No annual administrative fee.
2390 Professional Drive Roseville, CA 95661
Phone: (916) 773-9330 Fax: (916) 773-3015
Howard@EHRudd.com Map and Directions
At INTEGRAL Financial Management, we are tax planners first and tax preparers second.