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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Clients referred through Fidelity Wealth Advisor Solutions® pay a quarterly rate of 0.25% on all assets below $2,500,000.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). There is also a $45 quarterly account maintenance fee for accounts over $10,000. Financial planning is included for investment advisory clients. Stand-alone financial plans cost $3,000, with updates at $1,500. The standard hourly rate is $300, negotiable based on service complexity.
Areas of Practice
Advisor Information
Office location
1801 Dove Street, Newport Beach, CA, 92660
Get directionsRegulatory History
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