Constante Firme
Constante Firme is a registered investment advisor at Treasure Chest Financial, based in Hacienda Heights, CA, with 9 years of industry experience. Constante operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are negotiable. Minimum account value of $10,000.
Fee Estimator
Location
Hacienda Heights, CA
Get directionsHistory
Regulatory History (1)
Criminal
September 2013Other Business Activities
Constante owns Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services since 2014. Constante spends about a quarter of their time on this business, handling various tasks including consulting work, invoicing, and workshop maintenance.
Employment History
Current Registrations
Treasure Chest Financial
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.