Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are based on the complexity of the account, time involved, trading activity and program objective best suited for the client, not to exceed 1.50% of assets under management. A negotiated flat rate may be applied in certain circumstances. Financial planning fees are charged hourly (up to $350/hour) or as a flat fee ($1,500 to $10,000). Percentage-based fees for financial planning will not exceed 1% of assets under advisement. Family office service fees are negotiated and determined by the complexity of the engagement, not to exceed 1.50% of assets under management.
Areas of Practice
Advisor Information
Office location
1124 Bristol St., Costa Mesa, CA, 92626
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 ActivitiesSells Insurance
Brian is a licensed insurance agent since May 2022 and spends minimal time on this activity. He is able to find a life insurance policy that is the best fit for clients as part of their financial plan.