Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA charges fees based on a percentage of assets under management, not exceeding 3.00% annually, and may be negotiated. Fees are calculated monthly in advance. Financial planning fees range from $1,000 to $5,000 or $100 to $275 per hour, depending on complexity. WIA may also charge a platform fee of up to 0.05% annually, with a minimum of $100 annually, prorated monthly. Strategy Fees, Tax Management Fees (TMO), and Direct Indexing Fees (CSDI) may apply in addition to the advisory fee.
Areas of Practice
Advisor Information
Office location
19800 MacArthur Blvd Suite 800, Irivine, CA, 92612
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
Angela is a co-trustee for Brumgela, LLC, a family business where she provides financing. She spends minimal time reviewing the bank account.