Financial Strategies for Today and Tomorrow--Wealth Mgmt Group
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Financial Strategies For Today and Tomorrow Wealth Management Group (FS-WMG) offers financial planning and investment management, primarily through third-party money managers. Financial planning services cover wills, estate planning, investments, taxes, and insurance. FS-WMG receives referral fees from these managers and acts as a liaison between them and the client.
Fee Structure
FS-WMG offers financial planning for a negotiable fixed fee (up to $10,000) or an hourly rate of $450. For investment management, they use third-party managers like Gradient Investments and AssetMark, and the client's total fee includes both the manager's fee and FS-WMG's portion. These fees are based on a percentage of assets under management, as detailed in the brochure. FS-WMG may waive or reduce its minimum fee based on various factors.
Areas of Practice
Location
6 Hutton Centre Drive, Penthouse Suite 1400, Santa Ana, CA, 92707