SoCal Planners offers personalized investment management and financial planning services. This includes determining financial objectives, identifying financial problems, cash flow management, insurance review, investment management, education funding, and retirement goals. SoCal Planners is compensated through asset management fees, hourly fees, and commissions from insurance or annuity products.
Assets Under Management$2.3M
Clients18
Advisors1
Avg. per Client$130K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | 2.25% |
| $5K - $10K | 2.00% |
| $10K - $150K | 1.75% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
401(k) Plans: 0.50% per year. The advisory fee may be negotiable or waived at SoCal Planners's discretion. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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