Job Alexander Eagleson

Golden State Wealth Management, LLC

27 Years of Experience

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Firm Information

Golden State Wealth Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

45 advisors

Number of Clients

3,888 clients

Average Client Portfolio

$472K average

Assets Under Management

$1.8B

Fee Structure

Financial Plan Fee:$1,500 - $10,000

Hourly Rate:Up to $350/hr

The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning

Advisor Information

Office location

730 Arizona Ave. Suite 221, Santa Monica, CA, 90401

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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.

Other Business Activities

Job is involved with The Artful Editor (family business), Champlain Wealth Advisors (DBA for LPL business and Golden State Wealth Management), and rental real estate. The time commitment for these activities is not specified.