California Financial Advisors offers investment management and financial planning services. They create investment portfolios based on your individual needs and goals. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics. Implementation of any recommendations is solely at the discretion of the client.
Assets Under Management$2.3B
Clients1,525
Advisors14
Avg. per Client$1.5M
Avg. per Advisor$160M
www.facebook.com/california-financial-advisors-... ·www.linkedin.com/company/16053146/admin ·www.calfinad.com
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.20% |
| $300K - $750K | 1.00% |
| $750K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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