Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.
Areas of Practice
Advisor Information
Office location
Ontario, CA
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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
Celeste is an independent insurance agent for various life insurance and annuity products since 2009 and receives commissions. She dedicates minimal time to this activity.