Areas of Practice
Business OwnersFinancial Planning & CoachingGen XInvestment ManagementMedical Professionals
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
35 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$51.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable at the Firm’s sole discretion based on a client’s relation to the Firm or Mr. Pia, anticipated future assets to be designated under the Firm’s management, and other factors the Firm may evaluate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Gary Pia
Location
South Pasadena, CA
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2001Final
Employment History
Current Registrations
Mission Street Wealth Planning
October 2001 - Present · 24 yrs 5 mos
Previous Registrations
The Leaders Group, INC.Broker
May 2000 - October 2007 · 7 yrs 5 mos
Financial West GroupBroker
October 1987 - April 1995 · 7 yrs 6 mos
Christopher Weil & Company, INCBroker
January 1986 - July 1987 · 1 yr 6 mos
Transamerica Financial Resources, INC.Broker
November 1981 - February 1986 · 4 yrs 3 mos
State Registrations2 states
CAUT
Advisor
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
No exam information available for this advisor.
Contact
Gary Pia