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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for accounts over $25M.
Fee Estimator
For Private Wealth services, fees are based on a percentage of your assets under management, billed quarterly in advance. There is a $10,000 minimum annual fee. Clients with over $25 million may be eligible for ultra-high-net-worth services with negotiable fees. Short Duration Solutions services have a 0.35% annual fee. Financial planning and consulting services are available for fixed or hourly fees, ranging from $150 to $500 per hour. A stand-alone financial plan is generally billed at $2,500.
Areas of Practice
Advisor Information
Office location
1903 Wright Place, Suite #180, Carlsbad, CA, 92008
Get directionsRegulatory History
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