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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable. Minimum account balance requirement is negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning fees range from $2,500 to $20,000, determined by the scope and complexity of the engagement. Retirement plan consulting fees will not exceed 1.75% of managed plan assets. Clients will also incur transaction fees charged by their custodian. A minimum account balance of $500,000 or $250,000 family income is required for asset management services, but this is negotiable.
Areas of Practice
Advisor Information
Office location
100 Corson Street, Suite 210, Pasadena, CA, 91103
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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