Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for general investment advisory services for businesses are negotiated flat-rate fees. The Select Money Management Wrap Fee Program has fees ranging from 0.70% to 2.20%, depending on various factors. The AssetMark Platform has its own fee schedule, separate from SMM's advisory fee. Managing the Managers fees range from 0.50% to 1.95%. Third-Party Wrap Fee Programs fees range from 0.40% to 1.5%. Fees may be negotiable based on account size and other factors.
Areas of Practice
Advisor Information
Office location
120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656
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
Carin is a licensed insurance agent since 1979, selling fixed insurance and annuity products, and owns 100% of SPM Insurance Services, Inc., a general insurance agency. Carin also owns 50% of SPM, Inc. (administrative services) and Faithful With Finances, Inc. (financial curriculum publication), is a real estate broker for personal investments, a manager at Select Consulting Group, LLC, and owns FWF CA Properties, LLC for rental properties.