Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
West Hollywood, CA
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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 →Max works as a financial planner for Nectarine Financial Inc. This investment-related activity takes a few hours per week.