Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.
Areas of Practice
Advisor Information
Office location
16130 Ventura Blvd, 6th floor, Suite 670, Encino, CA, 91436
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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Edward provides investment advisory services through Golden State Wealth Management, LLC, dedicating full-time hours to this activity. He is also the founder and content creator for Be Grounded Inc, focusing on transformative mindfulness and meditation, which takes about 10-20% of his time.