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 $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment management fees are tiered based on the value of your account (see table). For example, a $2,000,000 account would pay an effective fee of 1.50%, which is $30,000 annually or $2,500 monthly. Fees are negotiable for accounts over $10,000,001. There is also an annual $75 tech fee for accounts over $1,000. Financial planning fees range from $2,000 to $10,000 depending on the project's complexity. Ongoing financial planning is $1,000 upfront and $250 per month. Hourly financial planning is available at $300 per hour.
Areas of Practice
Advisor Information
Office location
San Diego, CA
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
Raymond is the Marketing Director and Owner of XMvisuals LLC DBA FASTSIGNS, dedicating a few hours per week. He also owns rental property, requiring minimal time, and works as an Insurance Agent for Forthright Capital Partners, LLC, selling life insurance and fixed annuity products about half his time.