Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.
Areas of Practice
Advisor Information
Office location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
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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
David is a financial advisor at HCR Wealth Advisors, dedicating about a quarter of his time to providing investment advisory and financial planning services. He is also president, director, and owner of Brentwood Alliance Financial & Insurance Services, Inc. and Hindler Financial Services, Inc., but dedicates no additional time to these roles.