Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual investment management fee is negotiable but generally ranges from 1.25% to 0.15% based on AUM, with higher AUM resulting in lower fees. Financial planning services are automatically included at no additional cost for clients with assets exceeding $500,000. Fees are deducted from client accounts. Financial planning fees are directly invoiced to the client. Estate planning fees are $1,800 for creating a trust and $600 for updating a trust.
Areas of Practice
Advisor Information
Office location
841 Apollo Street, Ste 320, El Segundo, CA, 90245
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rene is a Managing Director at UWM Insurance Services, LLC since 2017, where he offers, evaluates, and places fixed insurance products. This activity takes about 10-20% of Rene's time.