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 | N/A |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
The standard annual minimum fee for Wealth Management is $7,200 calculated on a rolling 12-month period from the effective date of the agreement but can be adjusted on a case by case basis.
Fee Estimator
For wealth management, you'll pay an annual fee based on your portfolio size. The minimum annual fee is $7,200, but this can be adjusted on a case-by-case basis. Financial planning fees are fixed and depend on the service provided; for example, stock option exercise planning is $1,800 for a 3-month engagement. Ad hoc financial planning engagements are negotiable.
Areas of Practice
Advisor Information
Office location
San Diego, CA
Get directionsRegulatory History
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