Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.
Areas of Practice
Advisor Information
Office location
1650 Garnet Avenue, #1090, San Diego, CA, 92109
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.
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Lillian is the CEO and Founder of Daring Greatly Wealth, where she provides financial coaching and financial life planning services. She dedicates about half her time, approximately 100 hours per month, to this activity, with an additional 24-32 hours per month during trading.