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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
293 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$358.5M
Fee Structure
Financial Plan Fee:$2,000 - $4,000
Hourly Rate:$300/hr
The maximum annual fee for Comprehensive Portfolio Management is 2.00%, billed quarterly in advance. Financial planning and consulting are charged hourly ($300/hour) or flat fee ($2,000-$4,000). Retirement plan consulting fees will not exceed 2.00% of managed plan assets. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net WorthBusiness Owners
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Advisor Information
Office location
1801 Century Park East, #2150, Los Angeles, CA, 90067
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Harold Davidson & Associates INC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
F/m Investments LLC
May 2023 - March 2024 · 10 mos
Gries Financial LLC
April 2021 - October 2023 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - August 2014 · 1 yr 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.