Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee Estimator
AIC's fees are negotiable and vary depending on the Affiliate providing services. Fees can be based on hourly rates (up to $350/hour), a percentage of assets under management, or fixed fees. For asset management, fees are computed as a percentage of assets under management, either tiered or fixed. Financial planning fees are charged hourly or as a flat fee. Fees may be waived for commissions received. There is no minimum account size or minimum fees required to open or maintain an account.
Areas of Practice
Advisor Information
Office location
3658 Mt. Diablo Blvd, Ste. 210, Lafayette, CA, 94549
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 Activities
Scott is a partner, CFP, and planner at Mosher Financial Advisors, LLC, focusing on financial planning and investments. He dedicates nearly full-time hours to this business, handling account processing, investment, and allocation research.