Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pension consulting services are offered for a negotiable fixed fee starting at $2,500. Portfolio management fees are up to 1.00% annually, based on assets under management. Consulting services are offered at a negotiable hourly rate of up to $400. Fees are negotiable based on assets, investments, and complexity. A minimum of $100,000 is generally required to establish an advisory relationship, but this may be waived.
Areas of Practice
Advisor Information
Office location
1670 S. Amphlett Blvd., Suite 214-49, San Mateo, CA, 94402
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.
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Melissa is a self-employed yoga instructor at Being Yoga since 2003, teaching one class per week. This requires a few hours per week and does not occur during trading hours.