Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCA charges hourly, fixed, or subscription-based fees for financial planning and consulting, typically ranging from $100 to $750 per hour, $100 to $1,000 monthly, or a fixed fee of $500 to $50,000. Financial institution consulting services are billed at approximately 0.45% to 0.60% annually based on assets under management. The brochure mentions advisory fees based on assets under management, but does not provide a fee table or specific percentages.
Areas of Practice
Advisor Information
Office location
5870 Stoneridge Mall Road, Suite 202, Pleasanton, CA, 94588
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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
Carol is a licensed insurance agent doing business under Your Secure Retirement, Inc., offering various insurance products and dedicating about a quarter of her time to this. She also owns rental property, is the Chapter President of Foundation for Fiduciary Education Inc., and owns Your Secure Retirement Capital Management, LLC and Your Secure Retirement, Inc., spending minimal time on the former and full-time on the latter.