Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
533 S. Vinewood Street, Escondido, CA, 92024
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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
Alex is an investment advisor representative (IAR) for Integrated Wealth Concepts, LLC, operating under the DBAs RetirementDNA and Arroyo Wealth Management, dedicating full-time hours to these activities. Alex also sells non-variable insurance products, including fixed annuities, fixed life, and long-term care insurance, spending a few hours per week on this.