Nectarine
Assets Under Management
N/A
Number of Clients
36
Number of Advisors
23
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Nectarine Financial, Inc. offers financial planning services through Nectarine IARs selected by clients via their website. Services include hourly advice, thorough financial analysis via a multi-week engagement for a flat fee, and ongoing financial planning services. They do not manage client investment portfolios or provide accounting/legal advice.
Fee Structure
Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.
Areas of Practice
Location
1650 Garnet Avenue, #1090, San Diego, CA, 92109
