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 $1000K | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Clients with less than $500,000 in assets under management with our firm will be charged an annualized fee of 1.50%.
Fee Estimator
For portfolio management, fees are based on a tiered percentage of assets managed, as detailed in the fee table. Clients with less than $500,000 in assets under management will be charged an annualized fee of 1.50%. Financial planning and consulting services are charged on an hourly basis (up to $450/hour) or a flat/recurring fee basis ($2,500 to $75,000). Retirement plan consulting is billed on a flat fee basis (up to $75,000) or as a percentage of plan assets (up to 1.00%).
Areas of Practice
Advisor Information
Office location
12626 High Bluff Drive, Ste 150, 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
Jonathan is the secretary for Centura Foundation, a non-profit, and spends minimal time on this. He also engages in insurance sales, dedicating minimal time to this activity.