Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Minimum annual fee of $3,500, adjusted annually for inflation. Fees may be negotiable.
Fee Estimator
The annual investment advisory fee is between 0.25% and 1% of assets under management. The first $1,000,000 is billed at 1.00%, the next $1,000,000 - $1,999,999 is billed at 0.50%, and amounts above $3,000,000 are billed at 0.25%. The minimum annual advisory fee is $3,500, adjusted annually for inflation. Financial planning is available on a fixed-fee basis, and project-based services are offered at $450/hour. Estate settlement services are also billed at $450/hour. Speaking engagements are $500/hour.
Areas of Practice
Advisor Information
Office location
7571 N. Remington Ave., Ste. 105, Fresno, CA, 93711-5799
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 →