Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
372 clients
Average Client Portfolio
$427K average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.55%
$4M+0.40%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Advanced Portfolio Strategies
March 2025 - Present · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Benjamin Samuel Shapiro Castillo - Financial Advisor | TrueAdvisor