Fdp Wealth Management, LLC
Assets Under Management
N/A
Number of Clients
17
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
FDP Wealth Management, LLC offers investment consulting and financial planning services. They assist clients in identifying investment objectives, devising asset allocation plans, and selecting suitable investments. They also provide comprehensive financial plans covering various topics like estate, education, and retirement planning. IARs share compensation with FDP.
Fee Structure
FDP has several fee structures for planning and consulting services. Hourly fees range from $250 to $1,000 per hour. Negotiated flat fees range from $250 to $50,000 or more. Asset-based fees range from 0.25% to 2.5% of the total assets. The specific fee structure will be disclosed in the Investment Advisory Agreement.
Areas of Practice
Location
8841 Research Drive, Suite 100, Irvine, CA, 92618