Guillaume Decalf is a registered investment advisor at We Financial Group, based in San Francisco, CA, with 7 years of industry experience. Guillaume 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. Their firm serves 140 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual fee is $5,000 + 0.7% of the value of your portfolio. For clients invested in ultra short-term bonds, there is a fixed fee of 0.50% applied to the account.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Guillaume is an advisor/client for several platforms, including Alphathena and Seeds Investor, providing feedback and recommendations. He also dedicates about 10-20% of his time to product development, strategy, and marketing for Blue Grasshopper, a financial technology platform.
Employment History
Current Registrations
We Financial Group
State Registrations9 states
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