Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
96 advisors
Number of Clients
4,317 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$9.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $1000K1.25%
$1.0M - $3.0M1.00%
$3.0M - $7.0M0.75%
$7.0M - $10.0M0.50%
$10M+0.50%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Our standard advisory fee is based on a percentage of your assets under management. For example, the annual fee is 1.50% on the first $100,000, scaling down to 0.50% for assets between $7 million and $10 million. Fees are negotiable for accounts over $10 million. MAPP accounts have a different fee schedule. Financial planning fees are negotiable and can be hourly, flat, or AUM-based.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

101 Parkshore Dr., Ste 100, Folsom, CA, 95630

Get directions
Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
HUB Investment Partners, LLC
June 2025 - Present · 7 mos
Veripax Wealth Management, INC.
March 2025 - Present · 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Tyler Nguyen - Financial Advisor | AdvisorDiscover