Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For asset management, the maximum annual fee is 1.25%. Clients using a Third-Party Money Manager/SMA may pay up to 2.50% total. Financial planning and consulting are charged hourly (minimum $300) or flat fees ($4,000 to $25,000). Pension consulting fees are based on a percentage of Plan assets under management, not exceeding 0.60%. A minimum annual fee of $4,000 applies to Asset Management, Pension Consulting, and Financial Planning services, but may be waived.
Areas of Practice
Advisor Information
Office location
15910 Ventura Blvd, Suite 1605, Encino, CA, 91436
Get directionsRegulatory History
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 Activities
Steve is an investor in Mint Leaf, LLC, a restaurant/hospitality business. This activity requires about a quarter of Steve's time.