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.
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