Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Asset management fees are negotiable, with a maximum annual fee of 2.00%, billed quarterly. Financial planning services are charged on an hourly basis (maximum $250/hour) or a flat fee basis ($500 to $100,000), depending on the scope and complexity. A minimum account balance of $100,000 is generally required for asset management, but is negotiable. A minimum fee of $500 is assessed for written financial plans.
Areas of Practice
Advisor Information
Office location
1000 Wilshire Blvd, Ste 900, Los Angeles, CA, 90017
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
Edward is a partner/band member in Shallow Water Music LLC, spending a few hours per week. He is also a licensed health and life insurance agent since 2004, dedicating a few hours per week, and owns EZ Money BBQ, LLC, spending a few hours per week.