Transparency in Fees

As a fee-only Registered Investment Advisory firm, we believe in transparency. When you work with our Fullerton-based firm, you will know what services you are receiving and how much you are paying. The following information details how we charge our clients.

The annual fee for investment advisory services is based on the total dollars for which investment advice is sought. Subsequent annual fees will be based on the account’s market value at the start of the new fiscal year.

First $1,000,000 = 1%
Next $2,000,000 = .75%
Next $2,000,000 = .50%
Amounts after and above $5,000,000 = .35%