NM
CFP
NM
CFP

Norman Joseph Mangina

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
220 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$377.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $250K1.50%
$250K - $500K1.35%
$500K - $1000K1.20%
$1.0M - $3.0M1.00%
$3M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,500
Loading...

Location

11622 El Camino Real, Suite 100, San Diego, CA, 92130

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Illumination Wealth Management
August 2015 - Present · 10 yrs 6 mos
State Registrations5 states
CAFLILMNTX
Advisor
Exams
No exam information available for this advisor.
Norman Joseph Mangina - Financial Advisor | TrueAdvisor