Fee-based Financial Advisor in Carlsbad, CA and Irvine, CA
We charge a flat, annual fee, paid quarterly, based on the value of your account we have under management.
We believe that one of the most important aspects to look for when researching a wealth management team is to make sure that they have a fiduciary duty and their business model is set up to act in the best interest of you, the client. One way to do that, is to understand their business and how they are compensated.
We work with you to understand your risk tolerance and investment objective to build a portfolio designed to suit your short and long term goals.