Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients pay a wrap fee covering investment advisory and brokerage services. The standard fee schedule starts at a maximum of 1.00% and scales lower for greater levels of assets under management. Fees are negotiable based on qualitative and quantitative factors. Fees are due quarterly, deducted from accounts. Clients may also pay fees embedded in mutual funds, ETFs, or annuities.
Areas of Practice
Advisor Information
Office location
2955 Main Street, Suite 208, Irvine, CA, 92614
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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
Christine is a managing broker at Empirical Real Estate Services since 2023, reviewing client real estate holdings and managing property listings, dedicating nearly full-time hours to this. She also helps clients buy and sell real estate properties and is an independent contractor for World Financial Group providing life insurance to clients, dedicating minimal time to each.