SL
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
943 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$500K
Financial Plan Fee:$500 - $10,000
Hourly Rate:Up to $750/hr
Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Hcr Wealth Advisors
January 2022 - Present · 4 yrs
Previous Registrations
Hcr Wealth Advisors
October 2014 - December 2021 · 7 yrs 2 mos
Ameriprise Financial Services, INC.
May 2009 - August 2014 · 5 yrs 3 mos
Morgan Stanley & CO. Incorporated
October 2007 - May 2009 · 1 yr 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.