Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FTA charges an annual fee, up to 1.95%, for discretionary asset management services, calculated monthly in arrears based on the value of assets under management. Sub-advisory asset management fees are .75%. Financial consulting services are typically free, but 401(k) guidance may cost $499. The fees do not include transaction fees, brokerage fees, custodial fees, or the management fees charged by mutual fund companies or ETF sponsors. FTA does not have a minimum account size requirement.
Areas of Practice
Advisor Information
Office location
30101 Agoura Court, Suite 205, Agoura Hills, CA, 91301
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 →Other Business ActivitiesSells Insurance
Mia is a life insurance agent at The Mia Sulak Agency, Inc. since 2014, dedicating nearly full-time hours to this activity, including nearly full-time hours during trading hours.