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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Hourly fees are $400 per hour, billed in 15-minute increments, with a one-hour minimum. Comprehensive financial planning has an annual fee ranging from $3,600 to $20,000, paid monthly or quarterly in advance. Investment management fees are based on AUM (see table). Pension consulting fees are 0.5% per account, paid quarterly in arrears, in addition to Guideline's or Human Interest's fees. Fees may be discounted at the firm's discretion.
Areas of Practice
Advisor Information
Office location
Fresno, CA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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