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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis. Clients will not be charged a total management fee over the 2% industry average.
Fee Estimator
For investment management, fees are based on a percentage of assets under management (AUM), as detailed in the fee table. Financial planning is offered on a fixed fee basis, ranging from $500 to $15,000, or hourly at $150 to $500 per hour, depending on complexity. Fees are negotiable. Half of the fixed fee is due at the beginning of the engagement, and the remainder is due halfway through completion of work.
Areas of Practice
Advisor Information
Office location
1350 Old Bayshore Highway, Ste 520, Burlingame, CA, 94010
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Deirdre Mairead HegartyRegulatory 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.
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Deirdre is a part-time academic professional in the Financial Planning Program at Boston University since January 2024. She dedicates a few hours per week to this activity.