Nectarine
Assets Under Management
N/A
Number of Clients
36
Number of Advisors
23
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Nectarine Financial offers financial planning services through its website, where clients can select Nectarine IARs. Services include hourly advice, thorough financial analysis with a flat fee, and ongoing financial planning. They do not manage client investment portfolios or provide accounting/legal advice.
Fee Structure
Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
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Location
1650 Garnet Avenue, #1090, San Diego, CA, 92109
23 Advisors at this firm
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