Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are negotiable, not exceeding 1.5% annually, billed quarterly. Financial planning fees range from $2,500 to $10,000, based on complexity, and are negotiable. Hourly financial consulting is available at $350/hour. Investment consulting fees will not exceed 1.5%. A minimum of $250,000 is generally required to open an advisory account, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660
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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Jeffrey works as a CPA providing tax and accounting services through Noble Tax Specialists since November 2023. This takes nearly full-time hours during trading hours.