Morgan Simon is a registered investment advisor at Candide Group, based in Oakland, CA, with 8 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Socially Responsible Investing. Their firm serves 10 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Candide Group's investment management fees are based on a percentage of your portfolio's value, up to 1.75% per year. The exact percentage depends on the investment strategy, account size, and the overall client relationship. Fees are typically billed quarterly in advance, but can be billed in arrears in some cases. The fees are tiered, meaning the percentage charged may decrease as the value of your portfolio increases. The specific tiers and fees are negotiated with each client. Investment management may also include performance-based fees.
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Candide Group
State Registrations1 state
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