Stuart Schiffman is a CFP, ChFC-designated registered investment advisor at Compound Wealth Advisors, based in San Diego, CA, with 8 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 10 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.95% |
| $2.0M - $2.5M | 0.90% |
| $2.5M - $3.0M | 0.85% |
| $3.0M - $3.5M | 0.80% |
| $3.5M - $4.0M | 0.75% |
| $4.0M - $4.5M | 0.70% |
| $4.5M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for clients with assets under management greater than $5,000,000.
Fee Estimator
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compound Wealth Advisors
Previous Registrations
Cwm, LLC
Compound Wealth Advisors, LLC.
State Registrations3 states
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