Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of your assets under management, billed quarterly. The exact percentage depends on the specific service you choose (Asset Management, Comprehensive Portfolio Management, Horizons Fixed Income Management, or Dynamic BIOs Management) and the size of your account. There is a minimum account size to work with the firm, ranging from $500,000 to $1,000,000 depending on the service. Financial planning and consulting are charged hourly at $375 per hour, which may be negotiable.
Areas of Practice
Advisor Information
Office location
9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746
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
Conrad is a California insurance agent selling fixed, health, accident, annuities, life, and term insurance since 2009, dedicating a few hours per week to this activity. He is also an enrolled agent for tax preparation since 2016, spending minimal time on this.