Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm generally receives management fees, performance fees, and carried interest distributions. Management fees range from 0.1% to 2.0% annually, based on assets under management, payable monthly or quarterly. One client paid a 5.0% upfront management fee. Client fees are negotiated and may vary depending on account size, management style, and investment restrictions.
Areas of Practice
Advisor Information
Office location
12400 Wilshire Boulevard, Los Angeles, CA, 90025
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 Activities
Heidi is a cofounder of Proof-of-Art, assisting artists with business logistics since 2018. This takes a few hours per week, with no time spent during securities trading.