Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are either $275 per hour or a fixed fee ranging from $3,500 to over $10,000, depending on the complexity. These fees may be offset if you implement the financial plan through their Portfolio Management Service. Portfolio management fees are a maximum of 1.5% annually, negotiable based on client circumstances. Fees may be paid by check or deducted from the client account.
Areas of Practice
Advisor Information
Office location
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122
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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.
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Allen works full-time as a Strategy Manager at ResMed, a medical device manufacturer, focusing on long-term planning and strategic initiatives. Allen also owns and manages a rental property, dedicating a few hours per week to this activity.