Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers several service options with different fee structures. The Financial Consulting Service and Retirement Plan Consulting Service charge a percentage of assets under management, billed quarterly, with a minimum quarterly fee of $1250. The Foundational Consulting Service is a 3-year program with fixed monthly fees that increase over time. The Hourly Consulting Service charges $300 per hour for advisor time, $225 for paraplanner time, and $150 for other staff time. An administrative fee of $150 per quarter is assessed for Hourly Consulting clients to whom they provide investment management. Pro Bono services are also available at no charge.
Areas of Practice
Advisor Information
Office location
684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711
Get directionsRegulatory History
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