Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
16140 Sand Canyon Avenue, Irvine, CA, 92618
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.
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Andrew is a partner at Wright, Ford, Young & Co CPAs, a CPA firm, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) for Integrated Wealth Concepts, LLC, doing business as Wright Ford Young Wealth Management, spending a few hours per week on this.