Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Advisory fees for wealth management and standalone investment management range from 0.20% to 2.00% annually, paid quarterly in advance. Fees are based on factors like complexity, asset level, and the overall relationship. Standalone financial planning services are offered on an hourly basis ($150 to $500) or a fixed fee ($1,000 to $15,000). Ongoing financial planning services are offered for a fixed fee of up to $15,000 annually. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
Cerritos, CA
Get directionsRegulatory History (7)
Judgment / Lien
August 2023Judgment / Lien
October 2020Judgment / Lien
March 2020Judgment / Lien
March 2020Judgment / Lien
October 2018Judgment / Lien
April 2016Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Craig is involved in several business activities, including referral of traditional banking business, health insurance sales as an insurance agent, marketing for investment-related business through Irvine Advisors, and serving as an EVP and RIA for Penserra Wealth Management, LLC. He dedicates a full-time amount of time to Irvine Advisors and Penserra Wealth Management, LLC, and about 10-20% of his time to health insurance sales.