Navy Klomsue is a registered investment advisor at Financial Equations Advisors, INC., based in Corona, CA, with 19 years of industry experience. Navy 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 50 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Equations Advisors manages investment portfolios for a fee based on the value of your portfolio. The fee ranges are:
- $0 - $1,000,000: 1.00% to 1.50%
- Above $1,000,000: 0.75% to 1.00%
The specific fee is negotiable based on your needs and the amount of trading in the account. The fee is billed monthly, in advance. If a sub-advisor is used, the total fees charged by both Financial Equations Advisors and the sub-advisor will not exceed 3% per year.
Location
4160 Temescal Canyon Rd. Suite 401, Corona, CA, 92883
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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
Financial Equations Advisors, INC.
Previous Registrations
Wealthsource® Partners, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial 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.