Assets Under Management
$377.3M
Number of Clients
220
Number of Advisors
8
Average Client AUM
$1.7M
AUM per Advisor
$47.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Illumination Wealth Management provides comprehensive financial life management services, including financial planning and investment management. Financial planning covers income & tax, retirement, debt, education, estate, and asset protection. Investment management is tailored to client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable.
11622 El Camino Real, Suite 100, San Diego, CA, 92130