Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
Areas of Practice
Advisor Information
Office location
525 University Avenue, Suite 200, Palo Alto, CA, 94303
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 Activities
Adeline operates under Stanford Federal Investment Services as a DBA for her LPL business, dedicating full-time hours to securities trading. She also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm, spending full-time hours on this activity as well.