Tina Herrera is a registered investment advisor at Sharper & Granite LLC, based in El Segundo, CA, with 7 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 135 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.80% |
| $200K - $400K | 1.70% |
| $400K - $800K | 1.60% |
| $800K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $4.5M | 1.00% |
| $4.5M+ | 1.00% |
Fees are negotiable. Fixed Income or Principal Preservation portfolios may be offered at rates below standard rates. Fees for accounts over $4,500,000 are negotiable.
Fee Estimator
Location
400 Continental Plaza, Suite 600, El Segundo, CA, 90245
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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
Sharper & Granite LLC
State Registrations1 state
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
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