Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees have a maximum of 1.25% annually, billed quarterly. Financial planning is charged hourly (up to $500/hour) or as a flat fee (up to $10,000). A 50% retainer is required for financial planning. Retirement plan consulting fees have a maximum of 1.00% annually. Pontera charges 0.25% for held-away assets, but Seaside Wealth Management covers this fee for clients.
Areas of Practice
Advisor Information
Office location
6154 Innovation Way, Carlsbad, CA, 92009
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
Jesus works full-time as an Operations Manager for Seaside Wealth Management, Inc., a registered investment advisor. His responsibilities include back office operations and support.