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
Marina Del Rey, CA
Get directionsRegulatory History (3)
Customer Dispute
December 2016Criminal
May 1999Employment Separation After Allegations
February 1996Other Business ActivitiesSells Insurance
John is the owner/president of Pacific Elite Management Group, providing fixed insurance and business management consulting, and Onyx Wealth Management, offering fixed insurance sales and service; these each take full-time hours. He is also the owner and CEO of West Jefferson Medical & Wellness Group, a medical and wellness spa, dedicating minimal time.