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 $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable under some circumstances.
Fee Estimator
The firm charges an annual asset management fee, billed quarterly. The fee is 1.00% for assets less than $500,000 and 0.75% for assets greater than $500,000. These fees do not include transaction fees or fund expenses. Fees may be negotiable based on various factors. Retirement accounts managed under a contract addendum are charged 0.75% of the account value, billed separately. Professional services outside the scope of asset management are billed at $200 per hour.
Areas of Practice
Advisor Information
Office location
25283 Cabot Rd Ste 201, Laguna Hills, CA, 92653-5510
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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