Wealth Management in Los Angeles, CA

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Once our team has a complete understanding - we can make some suggestions that you should think about, form a plan to implement the strategies, and continually monitor and keep you up to date.

How we are compensated?

• Advisory Fees
  • Can be a percentage of assets manage or a flat, ongoing cost depending on the what's required of our team.
    • 1.3% advisor fee for accounts under 100K
    • 1.2% advisor fee for accounts under 250K
    • 1.0% advisor fee for accounts 250K to 2M
    • 0.88% advisor fee for accounts 2M to 5M
    • 0.82% advisor fee for accounts 5M to 10M
    • 0.76% advisor fee negotiable depending on complexity for High Net Worth Families of 10M and up
    • Negotiable 25M and up with Ultra-High Net Worth teams
    • Some team members and strategies have higher minimums
• Commissions
  • Commission based compensation are typically associated with buying a product such as life insurance, disability insurance, or a transactional mutual fund purchase.