Maureen Tsu is a CFP-designated registered investment advisor at Ignite Planners LLC, based in Irvine, CA, with 43 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,610 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.
Location
15615 Alton Parkway, Suite 451, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maureen is an agent for accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Professional Financial Advisors INC
Pacific Financial Associates, INC.Broker
Associated Planners Securities CorporationBroker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.