Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for Wrap Fee Program accounts, covering securities transaction fees and reporting. Additional fees may apply for third-party Model Providers, Outside Managers, or custom portfolio models, potentially reaching up to 1% annually. Financial planning is offered at an hourly rate of up to $400 per hour or as a fixed engagement. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
299 Webster Street, Monterey, CA, 93940
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Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Bart is involved in several business activities, including marketing a deferred sales trust, consulting at a family restaurant, and serving as Vice-President at Central Coast Financial Management, Inc. He is also an agent with Highland Capital Brokerage, which brokers life insurance and fixed annuity products, and makes P&C insurance referrals through CGM Risk Management & Insurance Services LLC.