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 $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Advisory Fees are not tiered based on a client’s AUM. The Adviser reviews and redetermines the applicable Advisory Fee rate approximately every six (6) months based on each client’s current AUM.
Fee Estimator
Clients pay an annual advisory fee, billed quarterly in advance, based on assets under management. The advisory fee is negotiable and not tiered. The fee is reviewed and redetermined every six months based on the client's current AUM. For example, if a client's AUM increases to a higher tier, the advisory fee will be adjusted to the next lower annual fee percentage. A minimum account value of $100,000 is generally required.
Areas of Practice
Advisor Information
Office location
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266
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.
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Jerry operates under several DBAs for his LPL business and Madrid Financial Services, Inc, providing investment advisory services. He also serves as President of Full Circle Media, a business entity for tax/investment purposes, dedicating a few hours per week to this role.