Letitia Berbaum is a registered investment advisor at Rfg Advisory, LLC, based in Irvine, CA, with 14 years of industry experience. Letitia 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, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
100 Spectrum Center Dr, Suite 900, 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
Letitia is the CEO and founder of L&B Capital Group LLC (closing down 12/31/2024) and Blue Sands Wealth Management LLC, working full-time at each to advise clients and sell insurance. She also serves as a trustee for BLCK Trust, overseeing rental properties and dedicating minimal time to this activity.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Tessera Capital Partners, LLCBroker
Axxcess Wealth Management, LLC
Optivest, INC.
Gramercy Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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.