Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are paid quarterly, based on the average daily ending market value of assets under management. The annual fee will not exceed 2.00%. Fees may be negotiable. Financial planning and consulting services are offered at an hourly rate of up to $350 per hour, or on a fixed or recurring fee basis ranging from $500 to $10,000. A $100 annual fee is charged for each corporate account.
Areas of Practice
Advisor Information
Office location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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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
Lisa is a senior financial planner at Keystone Wealth Services and a financial planner at Capital CS Group. She is also involved with C2 Independence, LLC, Core Income, The Blue Print Insurance, and Caress Insurance Agency, Inc, spending about half her time on C2 Independence, LLC and minimal time on the others. Lisa's activities include financial planning, consulting, and selling fixed and traditional insurance products, as well as Medicare supplemental insurance.