Irvine financial planner advisor
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Our Fees for Investment Management & Financial Planning

We are CFP® and fiduciary financial planners who provide customized financial plans and investment management services and are straightforward about the fees we charge.


Our goal is to provide the best portfolio design, asset allocation, investment research, and comprehensive planning we can to our clients. There are some firms that are less expensive and others that are more expensive. We understand how high fees can impact your returns, which is why our fee schedule is what we consider fair based on the value we provide.

We often do not charge extra for annual financial plan updates.

Approximate Fees* for Investment Management & Comprehensive Financial Planning

Assets we manage for you
Not including value of real estate, bank balances, etc.
First $5 million1%
$5 million to $10 million0.85%
Over $10 million0.60%

*Each client is unique and each circumstance is different, so please contact us for a personalized quote based on your needs.

The value of a financial advisor


Individuals with a financial plan are twice as likely to reach their goals

Boston Consulting Group


The value of an advisor was 4.0% per year or more. 3% assuming the advisor charges 1%

Research by Vanguard and Envestnet


A financial advisor can increase retirement income by 23% on average


Fiduciary Financial Planner Irvine

We are Real Fiduciaries.

This means we always put our client’s best interests first. A Real Fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are Real Fiduciaries. Read our fiduciary oath to see the principles we live by.

Reach us at (949) 305-0500