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 $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Minimum of $100,000 per household. Fees are negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For financial planning and consulting, hourly fees are $500 for financial advisors and $75 for administrative time. Flat fees for financial planning range from $750 to $5,000. A minimum account balance of $250,000 is required for asset management services, but this is negotiable. A minimum fee of $750 is generally charged for written financial plans.
Areas of Practice
Advisor Information
Office location
1251 N. Manassero St., Suite #405A, Anaheim, CA, 92807
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 →