JL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M
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%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
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Advisor Information
Office location
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Golden State Equity Partners, LLC
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Golden State Equity Advisors, LLC
January 2022 - September 2022 · 8 mos
Golden State Equity Partners, LLC
August 2021 - November 2021 · 3 mos
Albion Financial Group
June 2008 - January 2024 · 15 yrs 7 mos
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.