TN
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
274 clients
Average Client Portfolio
$983K average
Assets Under Management
$269.3M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $10,000
Hourly Rate:$250 - $400/hr
Compensation for investment management is an annual fee based on a percentage of assets under management, ranging from 0.25% to 1.00%. Fees may be negotiable. Fixed fees may be considered instead of asset-based fees. Standalone financial plans range from $500 to $10,000. Hourly fees for financial planning and investment consulting range from $250 to $400.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
9696 Culver Blvd Suite 301, Culver City, CA, 90232
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Fortress Wealth Management, INC.
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
Womack Wealth Management, INC.
November 2014 - June 2017 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
July 2010 - August 2011 · 1 yr 1 mo
Lamia Financial Group, LLC
November 2008 - June 2010 · 1 yr 7 mos
Gold Coast Securities, INC.
September 2007 - September 2009 · 2 yrs
State Registrations2 states
CAMN
Advisor
Exams
No exam information available for this advisor.