Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The Advisory fee is negotiable.
Fee Estimator
You'll pay an annual wrap fee that covers advisory services, program administration, custody, and brokerage. This fee is calculated as a percentage of your account value, and is broken down into three components: an advisory fee (negotiable), a program fee (non-negotiable), and an asset manager fee (ranges from 0.00% to 0.50% depending on the models selected). The advisory fee is negotiable between you and your advisor. The program offers opportunities to reduce the annual wrap fee through negotiated advisory fees, tiered fee schedules, and billing groups. A reduced annual wrap fee of 0.10% applies to Program Accounts allocated entirely to cash.
Areas of Practice
Advisor Information
Office location
9631 Alondra Blvd, Ste 205, Bellflower, CA, 90706
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 Activities
Adan sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Adan is a self-employed author, dedicating about 10% of his time to this activity.