Fiel Barrow is a registered investment advisor at Alpha & Omega, based in La Mesa, CA, with 10 years of industry experience. Fiel 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, Insurance Planning, and 2 more. Their firm serves 137 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha & Omega Financial Management Consultants does not directly manage investments for individual clients. Instead, they recommend third-party investment advisors. Alpha & Omega receives a portion of the fees charged by these third-party advisors. The total fees charged to you will not exceed 2% per year.
Alpha & Omega may direct clients to the following third-party advisors:
- Altruist: Total fees range from 0.87% to 1.12% per year.
- AssetMark: Total fees range from 0.45% to 1.00% per year.
- SEI: Total fees range from 0.50% to 1.00% per year.
Alpha & Omega may recommend model portfolio management through SEI Private Trust Company (SPTC). Total fees range from 0.65% to 0.75% per year. SEI Wealth Platform charges a $60 annual fee for accounts under $50,000.
Location
8580 La Mesa Blvd Ste 100, La Mesa, CA, 91942
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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
Alpha & Omega
Previous Registrations
Rj Patterson Capital Investment Group, INC
Daniel Wealth Advisors
State Registrations5 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.