Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on a percentage of assets, up to 2.5% annually, and are negotiable. Financial planning fees are either fixed or hourly (up to $300/hour), depending on the engagement. For accounts below the $100,000 minimum, a $20 quarterly fee is assessed. Clients using third-party managers will not be charged a total combined management fee over 3%. A $50 termination fee may apply.
Areas of Practice
Advisor Information
Office location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
Get directionsRegulatory History (1)
Employment Separation After Allegations
May 2021Other Business ActivitiesSells Insurance
Blake is a city councilman, owner of Fowler and Sons Investments LLC (rental property), owner/advisor at Fowler Financial Group LLC, and a Chamber of Commerce board member. He also works as an insurance agent selling life insurance, disability, and fixed annuities, dedicating about 10-20% of his time to this activity.