Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. These fees are negotiable. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Quarterly consulting fees also range from $500 to $25,000 annually. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken Bookkeeping Consulting ranges from $500 to $3,500 per month. QuickBooks Bookkeeping Consulting ranges from $125 to $500 per month. Income tax preparation fees vary depending on the complexity of the returns.
Areas of Practice
Advisor Information
Office location
26041 Acero, Mission Viejo, CA, 92691
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Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Steve is a health insurance salesperson since 2002, meeting with clients and making recommendations, dedicating a few hours per week. He is also CFO of Island Shade Shacks Inc. and a member of Island Shade Systems LLC and SOL Shop LLC, spending about 10% to 20% of his time on these roles.