Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Fees negotiable for accounts over $12,000,000.
Fee Estimator
For portfolio management, a minimum of $250,000 in assets is required. Fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning and consulting are charged hourly (up to $450/hour) or flat fees ($1,500 to $10,000). Retirement plan consulting is billed hourly (up to $450/hour), flat fees ($750 to $10,000), or a percentage of plan assets (up to 0.50%). Fees are negotiable for accounts over $12,000,000.
Areas of Practice
Advisor Information
Office location
11421 W. Bernardo Court, San Diego, CA, 92127
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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Jodi owns rental property in Cardiff, CA. She dedicates minimal time to this activity.