Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compensation for investment management is an annual fee based on a percentage of assets under management, ranging from 0.25% to 1.00%. Fees may be negotiable. Fixed fees may be considered instead of asset-based fees. Standalone financial plans range from $500 to $10,000. Hourly fees for financial planning and investment consulting range from $250 to $400.
Areas of Practice
Advisor Information
Office location
9696 Culver Blvd Suite 301, Culver City, CA, 90232
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
Andy is an enrolled agent who prepares personal and business tax returns for clients. He receives a flat rate for his services and does not earn commissions.