SA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
701 North Brand Boulevard, Suite 830, Glendale, CA, 91203
Get directionsRegulatory History (1)
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Regulatory
January 2012Final
Other Business ActivitiesSells Insurance
Samuel is the Director of Sales & Marketing at RTA & Associates Financial & Insurance Services since 2010, offering financial and insurance services. This takes about half of Samuel's time.
Employment History
Current Registrations
Kinetic Investment Management, INC.
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Foundations Investment Advisors LLC
May 2017 - May 2019 · 2 yrs
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.