Gabriella Ingrid Lundqvist
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.
Areas of Practice
Advisor Information
Office location
201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707
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
Gabriella is involved with multiple entities related to her investment advisory services through Golden State Wealth Management, LLC, including Lundqvist Wealth Strategies, Golden State Asset Management, LLC, and Envision Wealth Strategies. These activities take up a significant portion of Gabriella's time, ranging from minimal to nearly full-time.