Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. They can be calculated on a tiered or flat rate schedule. Additional charges may include custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees. CFI also receives compensation through strategic marketing arrangements with third-party money managers.
Areas of Practice
Advisor Information
Office location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
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.
Learn about disclosures →Other Business Activities
Anissa operates under the DBA Integrite Financial for branding purposes as a financial advisor since 2018. She is also an affiliate for Strong Confident Living, coaching/affiliate for referrals, dedicating minimal time to this activity.