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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee schedule shown is for Equity & Balanced Accounts. Conservative accounts have lower fees.
Fee Estimator
Investment management fees are based on a percentage of assets under management and vary depending on whether the account is classified as conservative or equity & balanced. For Exchange Traded Funds Portfolio Services, the fee is 0.50% per annum. Flat management fees are also available, with a minimum annual retainer fee of $1,000. Hourly fees range from $100 to $500 per hour. The firm also charges fees for 401(k) consultation services, typically 0.50% of plan assets. Certain clients may pay fees according to a previously used fee schedule. The firm will determine the minimum account size it will manage at its sole discretion.
Areas of Practice
Advisor Information
Office location
2251 San Diego Ave., Suite B-257, San Diego, CA, 92110
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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