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% |
| $1M+ | 1.00% |
Applies to Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies. Fees are negotiable in certain circumstances.
Fee Estimator
This is a wrap fee program where you pay a single bundled fee covering portfolio management, transaction costs, and custodial services. The annual fee is based on the market value of your assets. There is a minimum annual fee of $500. Additional fees apply for IRA maintenance ($35 annually) and termination ($125). Transaction fees for equities and ETFs are $3.50. Check disbursements are $5.00 and wire transfers are $15.00. Fees are negotiable in certain circumstances. CNS compensates CNR for investment advisory services in the amount of 0.30% of the fees paid by clients.
Areas of Practice
Advisor Information
Office location
937 Loma Santa Fe Dr, Solana Beach, CA, 92075
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
Albert owns and manages a rental property since 2018, spending minimal time on activities such as collecting rent and interacting with tenants. The rental property generates $18,000 in compensation.