Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIA's wrap program charges an all-inclusive fee based on a percentage of assets under management. The fee covers investment management, execution, clearing, transaction costs, and custody fees. The level of the fee varies with the amount of assets and investment style chosen. CIA requires a minimum account of $25,000, which may be waived at management's discretion. All fees are negotiable. The brochure lists fee ranges for different asset levels, so the actual fee may vary.
Areas of Practice
Advisor Information
Office location
460 Center Street Unit 6714, Morago, CA, 94570
Get directionsRegulatory History
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
James works as a driver/chauffeur, an independent soccer referee, and owns March Wealth Management. He also sells health, long-term care, and dental insurance, dedicating full-time hours to this activity.