Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660
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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 ActivitiesSells Insurance
Daniel is the owner and operator of a full-service accounting firm, dedicating about half of his time to it. He also owns commercial and vacation rental properties, receives investment commissions through a corporation, is treasurer of a building association, and generates leads for Nobel Wealth Management Inc., dedicating minimal time to each of these activities. Dubois Financial & Insurance Services Inc. is used to process commission income.