Beach Cities Wealth Management provides investment advice to individuals and high net-worth individuals. They create tailored portfolios using stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other securities. They review portfolios at least quarterly and rebalance as needed based on client goals and objectives. Clients can place reasonable restrictions on investments.
Assets Under Management$99M
Clients68
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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