Tristan Demers is a registered investment advisor at Pruvise, based in Irvine, CA, with 6 years of industry experience. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Advisory fees are negotiable. Income (High Income Strategy) fees: $0-$5M: 0.75%, $5M-$15M: 0.65%, $15M-$50M: 0.50%. Fixed Income (Conservative Strategy) fees: $0-$15M: 0.25%, $15M-$50M: 0.15%.
Fee Estimator
Location
401 Rockefeller, B0311, Irvine, CA, 92612
Get directionsHistory
Regulatory History (1)
Criminal
February 2001Other Business Activities
Tristan is the Accountant/President of PruVise, Inc., providing accounting and business consulting services full-time. He also serves as a Managing Director at Mason Dean Capital, assisting with office administration for minimal time each month.
Employment History
Current Registrations
Pruvise
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.