Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
Areas of Practice
Advisor Information
Office location
3858 Carson Street, Suite 201, Torrance, CA, 90503
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Customer Dispute
May 2018Other Business ActivitiesSells Insurance
Andrew sells life, long-term care, and disability insurance under Mancuso Wealth Management LLC, spending a few hours per week. He also prepares tax returns through the same LLC, and works full-time as an Investment Advisory Representative for The Ameriflex Group.