Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $150 to $7,500 per plan, depending on complexity. Consulting fees are based on the type of consulting offered (one-time, ongoing, hourly, or flat rate) and are negotiable. Annual asset-based fees range from 0.25% to 2.75% of assets managed. Management fees are exclusive of brokerage commissions, transaction fees, and other related costs. You may cancel your agreement within five days of execution and receive a full refund.
Areas of Practice
Advisor Information
Office location
2030 Main Street, Suite 210, Irvine, CA, 92614
Get directionsRegulatory History (6)
Customer Dispute
March 2023Regulatory
July 2014Employment Separation After Allegations
September 2011Regulatory
August 2011Customer Dispute
October 2009Customer Dispute
November 2008Other Business Activities
Vikas works as a sales agent for Thomas Jandt and Associates Inc., offering real estate services to clients, dedicating about 10-20% of his time. He also works as a salesperson for Thomas Jandt Real Estate Broker, spending a few hours per week on activities such as studying property listings and meeting with clients.