Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
Encinitas, CA
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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
Andrea is a licensed insurance agent in California since 1986, selling life, fixed & variable contracts, and long-term care products, dedicating minimal time to this activity. She is also an Investment Advisor Representative (IAR) with Integrated Wealth Concepts, LLC, doing business as Laurel Wealth Advisors, dedicating full-time hours to this role.