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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Schedule reflects Altruist platform option. Other platform options like AssetMark and SEI have different schedules. Total combined fees include third-party manager charges.
Fee Estimator
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.
Exams
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