Sergio Fourzan is a registered investment advisor at Fourzan Financial LLC, based in Chula Vista, CA. Sergio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable at the firm's discretion. Accounts managed under the Focused Equity Strategy incur an additional 0.25% annual fee on all assets in that strategy.
Fee Estimator
Location
Chula Vista, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fourzan Financial LLC
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.
Exams
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