AH
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
572 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$741.5M
Fee Structure
Minimum Investment:$250K
Financial Plan Fee:$1,500 - $20,000
Hourly Rate:Up to $400/hr
For Institutional Investment Management, fees are negotiable, with a maximum of 0.750% for the first $25 million, 0.625% for the next $25 million, and 0.500% thereafter. Comprehensive Asset Management has a maximum annual fee of 2.00%, also negotiable. Financial Planning & Consulting is charged hourly (up to $400/hour) or flat fees ($1,500 to $20,000). Retirement Plan Consulting fees will not exceed 1.00% of plan assets.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
790 E. Colorado Blvd, Ste 200, Pasadena, CA, 91101
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Strategy Asset Managers L.L.C.
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Holly Street Wealth Advisors
June 2018 - January 2020 · 1 yr 7 mos
Fundamental Capital Management, LLC
May 2017 - April 2019 · 1 yr 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.