Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For Comprehensive Portfolio Management, the maximum annual fee is 2.50%, billed quarterly in advance. Financial Planning & Consulting services are charged hourly (up to $500/hour), flat (ranging from $500 to $10,000), or recurring (up to $2,500). Pontera charges a 0.30% fee for managing held-away assets, but CLG, LLC covers this cost for clients.
Areas of Practice
Advisor Information
Office location
4821 E 2nd Street, Long Beach, CA, 90803
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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
Dennis sells fixed insurance, life insurance, annuities, and long-term care products, dedicating a few hours per week. He is also part owner of Stratis Financial, offering residential mortgages, and a principal at Copiam Asset Management, focusing on financial planning and asset management, dedicating about a quarter of his time to each. Additionally, Dennis is involved with the Rotary Club of Long Beach and the Long Beach Rotary Charitable Foundation, and works as a loan originator for United American Mortgage Corporation.