Tracy Kuntz is a CFP-designated registered investment advisor at Towneley Capital Management, INC., based in Laguna Hills, CA, with 28 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 240 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are negotiable. New accounts with an average daily balance below $500,000 are charged a minimum quarterly fee of $1,250, not to exceed 0.50% of the average daily balance of the account per billing period.
Fee Estimator
Location
23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653
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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 Activities
Tracy is a director at Allvuz Technologies, Inc., a provider of electronic security products and services, since 2015. Tracy devotes minimal time to this business, and none of it during securities trading hours.
Employment History
Current Registrations
Towneley Capital Management, INC.
Previous Registrations
Towneley Capital Management, INC.
State Registrations2 states
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