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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
For asset management, you'll pay an annual fee based on your portfolio size (see rates in table). These fees are negotiable. A minimum account size of $250,000 is required for non-institutional accounts and $500,000 for institutional accounts. For 529 plan management, the maximum annual fee is 0.50%, also negotiable. Financial planning and consulting fees range from $2,500 to $5,000 on a fixed fee basis or $250 to $400 per hour.
Areas of Practice
Advisor Information
Office location
11512 El Camino Real Ste 350, San Diego, CA, 92130
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 ActivitiesSells Insurance
Marjorie is an independent contractor for Sage Settlement Consulting, working with claimants and attorneys to design and implement structured settlement plans. She spends approximately 60 hours per month in this role and holds a California life insurance license.