Golden State Equity Partners, LLC
Assets Under Management
$880.4M
Number of Clients
1,490
Number of Advisors
29
Average Client AUM
$591K
AUM per Advisor
$30.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Golden State Equity Partners provides asset management, comprehensive portfolio management, and financial planning services to individuals and other clients. They tailor investment strategies to client needs, monitor portfolios, and offer retirement plan consulting and referrals to third-party money managers.
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).
Areas of Practice
Location
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707