Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable.
Fee Estimator
For the Advisor Managed Account Program, the annual fee is 2.00% on assets from $10,000 to $1,000,000 and 1.75% on assets over $1,000,000. Fees are charged quarterly. For the Third Party Money Manager Program, CSP's fees will not exceed 1.5% of the value of assets. Financial planning and consulting fees are charged hourly (up to $350.00 per hour) or on a fixed fee basis ($350.00 to $2,500.00), both subject to negotiation.
Areas of Practice
Advisor Information
Office location
5 Hubble, Irvine, CA, 92618
Get directionsRegulatory History (1)
Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Pierre is the President/Owner/SEC Registered Investment Advisor at Advanced Financial Strategies, Inc./DBA Advanced Financial Strategies & Insurance Services, spending nearly full-time on wealth planning and management. He also has a 33% ownership stake in Aspen Advisory Group (no business activities) and Hubble, LLC (real estate), dedicating minimal time to the latter.