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
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