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Mary Mettler

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Mary A. Mettler, CFP

4462 24th Street

San Francisco, California 94114

Phone: 415-826-0357

Fax: 415-826-4362

E-mail: [email protected]

Year Practice Began: 1992

Number of Advisors in office: 1

Number of clients: 7

Compensation method: Fee-Only

Fee for managing assets: 1% for equities until they are valued at $1.5 million, 0.7% beyond $1.5 million; 0.6% for fixed income; 0.4% for cash

Hourly rate: $200

Clientele: Seven high-net-worth families with an average net worth between $5 and $6 million

Education: BA in economics from Stanford University, Harvard-Radcliffe program in business administration, MBA from American University in Washington, D.C.

Professional designation: CFP, CFS

Outside interests: Geneology, running, hiking