Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
1700 W Katella Ave, Orange, CA, 92867
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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
Eduardo owns rental real estate since 2003, requiring minimal time. He also maintains a California Life Agent license, and is a Real Estate Broker-Associate and Mortgage Loan Originator, assisting friends and family with real estate or mortgage loan transactions.