Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$100 - $500/hr

Wealth management and Customized Portfolio Platform fees range from 0.15% to 2.00% annually, based on assets under management and the complexity of services. Sleeve manager strategy service fees range from 0.08% to 1.25% annually. Financial planning and consulting services are offered on an hourly basis ($100 to $500 per hour) or for a fixed fee, which is negotiable. Corporate retirement plan advisory fees are charged up to 2.00% annually. AWM also assesses an annual account fee, as stated in the client's investment advisory agreement. Clients may also incur servicing and reporting fees for certain assets held outside of advisory accounts.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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Regulatory 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.

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Other Business Activities

Jaime uses LA Wealth Advisors, LLC as a DBA for investment advisory business conducted with Axxcess Wealth Management, LLC. This activity is not investment-related.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Pension Architects Advisory Group, LLC
June 2011 - September 2013 · 2 yrs 3 mos
United Planners' Financial Services of America a Limited Partner Broker
October 2009 - December 2018 · 9 yrs 2 mos
Bridge Advisory LLC
October 2008 - December 2023 · 15 yrs 2 mos
Nrp Financial, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - July 2008 · 2 yrs 9 mos
Penniall & Associates, INC.
March 2005 - November 2008 · 3 yrs 8 mos
Sunamerica Securities, INC.Broker
August 2004 - October 2005 · 1 yr 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Jaime Gwenn Hefner - Financial Advisor | AdvisorDiscover