Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
FDP has several fee structures for planning and consulting services. Hourly fees range from $250 to $1,000 per hour. Negotiated flat fees range from $250 to $50,000 or more. Asset-based fees range from 0.25% to 2.5% of the total assets. The specific fee structure will be disclosed in the Investment Advisory Agreement.
Areas of Practice
Advisor Information
Office location
8841 Research Drive, Suite 100, Irvine, CA, 92618
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
Bryan is the COO of FDP Insurance Services, Inc., spending full-time hours managing insurance and investment sales, and receives W2 compensation and shareholder distributions. He is also involved in real estate through Irvine C&R Properties, LLC and individual investments, and is the Chief Compliance Officer for FDP Wealth Management, LLC.