Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients pay a wrap fee covering investment advisory and brokerage services. The standard fee schedule starts at a maximum of 1.00% and scales lower for greater levels of assets under management. Fees are negotiable based on qualitative and quantitative factors. Fees are due quarterly, deducted from accounts. Clients may also pay fees embedded in mutual funds, ETFs, or annuities.
Areas of Practice
Advisor Information
Office location
1300 S El Camino Real, Suite 302, San Mateo, CA, 94402
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.
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Eva owns rental property in NYC and manages its financials and operations, dedicating minimal time per month. She also volunteers as a board member for the SOAR Foundation and as an advisory board member for the Journal of Investment Management.