Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for retirement plan consulting services are negotiable and can be structured as a flat annual fee, a percentage of assets, or a one-time service fee. The table shows fee ranges based on plan size. For example, for a plan between $0 and $1 million, the fee ranges from 0.1% to 1% or $500 to $10,000. The Plan Level Investment Selection 3(38) service incurs an additional 5 to 10 bps per year. Travel and material costs for employee education are charged separately.
Areas of Practice
Advisor Information
Office location
500 Silver Spur Rd, 3rd Fl Ste 300, Rolling Hills Estates, CA, 90275
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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