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 $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Minimum of $100,000 per household. Fees are negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For financial planning and consulting, hourly fees are $500 for financial advisors and $75 for administrative time. Flat fees for financial planning range from $750 to $5,000. A minimum account balance of $250,000 is required for asset management services, but this is negotiable. A minimum fee of $750 is generally charged for written financial plans.
Areas of Practice
Advisor Information
Office location
1251 North Manassero Street, Anaheim, CA, 92807
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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