Andrew Labas is a CFP-designated registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, with 23 years of industry experience. Andrew 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
109 E. Escalones, San Clemente, CA, 92672
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a managing member of Cruise Street Management, managing apartments, farmland, and timberland, and owns BMF LLC for property management. He is also an owner of Cooley and Labas Financial Advisors LLC, spending nearly full-time on management, operations, and related activities, and serves as a trustee for several family trusts, and is on the Corinth Gas and Water Board and the Economic Development Commission.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Stonex Securities INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.