Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. They can be calculated on a tiered or flat rate schedule. Additional charges may include custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees. CFI also receives compensation through strategic marketing arrangements with third-party money managers.
Areas of Practice
Advisor Information
Office location
1 Spectrum Pointe Drive, Suite #210, Lake Forest, CA, 92630
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
Andrew is a sole proprietor selling health and dental insurance, dedicating minimal time to this activity. He also owns A.G. Wealth Management Advisers, Inc. and Wealth Management Advisers, used as pass-through entities and for branding, respectively.