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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
For financial planning and investment advisory, the annual fee is based on assets under management. For example, the fee is 1.00% on the first $2,500,000. If tax services are included, the fee is 1.15% on the first $2,500,000. There is a minimum monthly fee of $175 ($2,100 per year). Standalone financial planning services range from $1,500 to $100,000 annually, billed quarterly. Test Drive Educational Sessions are offered for a flat fee, ranging from $295 to $495. Hourly fees range from $100 to $300.
Areas of Practice
Advisor Information
Office location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
Get directionsRegulatory History
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