Conrad Metz is a registered investment advisor at Structured Finance LLC, based in Tustin, CA, with 6 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.75% to 2.00% annually. Lower fees for comparable services may be available from other sources. Clients are encouraged to compare service offerings and pricing. Structured Finance LLC will not charge a total management fee exceeding the 3% industry average. Minimum account size of $1,000,000 is generally required for portfolio management services, but this may be waived.
Fee Estimator
Location
Tustin, CA
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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
Structured Finance LLC
Finalis Securities LLC
Finalis Securities LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Aig Financial Advisors, INC.Broker
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.