Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are charged hourly (up to $1,000/hour) or as a flat fee (up to $400,000). Clients receive a year of ongoing financial planning/consultation services at no additional cost with a financial plan. Asset management fees are negotiable, with a maximum of 2.00%. WealthPort Wrap Program fees shall not exceed 2.25%. Retirement plan consulting is billed hourly (up to $250/hour), flat (ranging from $750 to $10,000), or as a percentage of plan assets (up to 1.00%).
Areas of Practice
Advisor Information
Office location
9870 Research Drive, Irvine, CA, 92618
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Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Dean is an independent insurance agent since 1990, spending about 10-20% of his time on this. He is also an advisory representative of Cooper Financial Group, spending nearly full-time hours on this, and co-owns rental property, dedicating minimal time.