Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are either $275 per hour or a fixed fee ranging from $3,500 to over $10,000, depending on the complexity. These fees may be offset if you implement the financial plan through their Portfolio Management Service. Portfolio management fees are a maximum of 1.5% annually, negotiable based on client circumstances. Fees may be paid by check or deducted from the client account.
Areas of Practice
Advisor Information
Office location
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122
Get directionsRegulatory History (2)
Customer Dispute
September 2008Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Judith is an advisory representative at Blue Summit Financial Group, doing business as Blue Summit Wealth Management, where she dedicates full-time hours to financial planning and asset management. She also manages a short-term rental property and is involved with a band, a financial planning association, an environmental health coalition, and a nonprofit, Dwelling on Carbon.