Pierre Gendreau
Pierre Gendreau is a registered investment advisor at Capo Creek Financial Solutions, based in San Clemente, CA, with 10 years of industry experience. Pierre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1 clients with $5M 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 $5.0M | 1.00% |
| $5M+ | 0.80% |
These rates are for discretionary accounts. Non-discretionary accounts are charged: - First $10 million — 1.25% per year - Above $10 million — 1.00% per year Fees may be negotiable and can vary based on the size and complexity of the relationship, but will never exceed 3% of the account value. Clients from acquired firms may pay up to 1.25% or $5,000 annually, but not above 3% of the asset value.
Fee Estimator
Location
26 Via Adrian, San Clemente, CA, 92673
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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 →Employment History
Current Registrations
Capo Creek Financial Solutions
Previous Registrations
Capo Creek Financial Solutions
Fischer Investment Strategies, LLC
Pjg Financial Solutions
Triton Pacific Securities, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
World Group Securities, INC.Broker
Petruzzi Securities, LLCBroker
Smart Execution Securities, LLCBroker
Compak Asset Management
TD Waterhouse Investor Services, INC.Broker
State Registrations1 state
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.