Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For asset management, the maximum annual fee is 1.25% of assets managed. For comprehensive portfolio management, the maximum annual fee is 1.50% of assets managed. Financial planning and consulting services are charged hourly (up to $250/hour) or a flat fee ($2,000 to $5,000). Retirement plan consulting fees will not exceed 1.00% of managed plan assets. Fees are negotiable. Clients may incur transaction fees and fund expenses charged by custodians and fund companies.
Areas of Practice
Advisor Information
Office location
3 Twin Dolphin Drive, Suite 210, Redwood City, CA, 94065
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 ActivitiesSells Insurance
Benjamin teaches high school students the basic fundamentals of money management, dedicating about 10% of his time. He is also an insurance agent since 2010, spending a few hours per week on insurance product sales and receiving commissions.