Blake Street
Blake Street is a CFA, CFP-designated registered investment advisor at Warren Street Wealth Advisors, LLC, based in Irvine, CA, with 15 years of industry experience. Blake 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 400 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Warren Street Wealth Advisors' fee for managing your investments is a percentage of the assets they manage. The exact percentage is negotiable. The maximum fee is 2% per year. Warren Street may also charge a one-time setup fee of up to 1% of the initial investment or $1,000, whichever is less.
Location
200 Spectrum Center Drive, Suite 300, Irvine, CA, 92618
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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 ActivitiesSells Insurance
Blake is a licensed real estate broker, primarily for personal use, and an independent insurance agent. He also holds season tickets, is the founder of BMC Street Advisory, LLC, and co-owns Street I LLC, a holding company with a fitness franchise.
Employment History
Current Registrations
Warren Street Wealth Advisors, LLC
Previous Registrations
Warren Street Wealth Advisors, LLC
Cambridge Investment Research Advisors, INC.
LPL Financial LLC
State Registrations2 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.