Fredric Hunter Jurmu

Golden State Wealth Management, LLC

38 Years of Experience

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Firm Information

Golden State Wealth Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

45 advisors

Number of Clients

3,888 clients

Average Client Portfolio

$472K average

Assets Under Management

$1.8B

Fee Structure

Financial Plan Fee:$1,500 - $10,000

Hourly Rate:Up to $350/hr

The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning

Advisor Information

Office location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

April 2016

Final

Customer Dispute

April 2003

Denied

Customer Dispute

August 2001

Closed-No Action

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Other Business Activities

Fredric operates his LPL business under the DBA Golden State Wealth Management since 2016. He is also a Registered Investment Advisor and Investment Advisor Representative (IAR) with Golden State Wealth Management, LLC, dedicating his full time to these activities.