Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management services are calculated as a percentage of assets under management and are negotiable based on the client's objectives, complexity of the investment plan, and types of assets held. The specific fee will be stated in the Engagement Agreement. Fees are payable quarterly in arrears. The recommended minimum household portfolio size is generally $250,000 for Equity/Blended portfolios and $500,000 for Fixed-Income portfolios.
Areas of Practice
Advisor Information
Office location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067-5040
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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Briana works as an Associate Relationship Manager at SIA LLC, focusing on RIA sales and service. This investment-related activity takes nearly all of Briana's time.