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
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