Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,500 to $10,000 as a one-time fixed fee, or $175 to $675 per hour. These rates are negotiable. The firm requires a minimum annual investment management fee of $10,000, but this may be negotiable or waived in certain circumstances. For accounts under $1,000,000, the minimum fee charged will equate to more than 1.25%.
Areas of Practice
Advisor Information
Office location
2792 Gateway Road, Carlsbad, CA, 92009
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
Samuel works as an agent at Intelligence Driven Insurance Solutions, an insurance agency, selling insurance. This activity requires minimal time.