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Thandi Clements

10 Years of Experience
Hermosa Beach, CA

Thandi Clements is a registered investment advisor at Washington Capital Management INC, based in Hermosa Beach, CA, with 10 years of industry experience. Thandi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 71 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
71 clients
Average Client Portfolio
$99.4M average
Assets Under Management
$7.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This fee schedule applies to non-institutional, individual accounts. Institutional account fees vary by asset class and are tiered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Pier Ave, Suite 225, Hermosa Beach, CA, 90254

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Washington Capital Management INC
May 2015 - Present · 10 yrs 11 mos
State Registrations4 states
CAMAORWA
Advisor

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
No exam information available for this advisor.