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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts may be offered to family members, friends, or associated persons of the firm.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, calculated on a graduated basis. For private clients, fees range from 1.25% on the first $1 million to 0.25% on assets over $10 million. For charitable organizations, corporations, etc., fees range from 0.50% on the first $10 million to 0.25% on assets over $10 million. Financial planning fees range from $3,500 to $30,000 or more, depending on complexity. Investment consulting services are offered for a fixed fee.
Areas of Practice
Advisor Information
Office location
2882 Prospect Park Drive, Suite 300, Rancho Cordova, CA, 95670
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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John owns rental property since 2014, spending minimal time on it. He earns $5,000 annually from this activity.