Wfa of San Diego
Assets Under Management
$177.8M
Number of Clients
171
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$59.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WFA of San Diego, LLC offers personalized wealth planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm is fee-only and does not sell securities or receive compensation from other sources besides its clients. Services include investment supervisory services, consultations, and advice on matters not involving securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee schedule shown is for Equity & Balanced Accounts. Conservative accounts have lower fees.
Fee Estimator
Investment management fees are based on a percentage of assets under management and vary depending on whether the account is classified as conservative or equity & balanced. For Exchange Traded Funds Portfolio Services, the fee is 0.50% per annum. Flat management fees are also available, with a minimum annual retainer fee of $1,000. Hourly fees range from $100 to $500 per hour. The firm also charges fees for 401(k) consultation services, typically 0.50% of plan assets. Certain clients may pay fees according to a previously used fee schedule. The firm will determine the minimum account size it will manage at its sole discretion.
Areas of Practice
Location
2251 San Diego Ave, Suite B-257, San Diego, CA, 92110