AA Financial Services, owned by Cesar Quijano Castaneda, provides financial planning and investment advisory services. These services include financial and retirement planning, investment advice through consultations, and portfolio management for individuals and small businesses. AA Financial Services does not have the authority to make trades without client consent.
Assets Under ManagementN/A
Clients7
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
AA Financial Services offers investment advisory services for a fixed fee for the first year:
- Upon signing the contract: $400
- Upon completion of planning and implementation: $600
- Six months after implementation (review and report): $500
- One year after implementation (rebalancing, evaluation, annual report): $500
After the first year, if the portfolio is $100,000 or more, there is an annual fee of 1% of the portfolio balance, less any investment consultation fees already paid during the year. Investment consultation is billed at $300 per hour.
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