ID Asset Advisory is a registered investment advisor operating as a sole proprietorship based in Tarzana, California, founded and solely owned by Imee Rose Tagaca Chellevold. The firm operates on a fee-only basis, charging fixed and flat fees rather than taking a percentage of client portfolios or accepting commissions. Services include modular financial planning, a month-to-month Plan Continuity Program for ongoing education and plan updates, non-discretionary investment consulting, discretionary or non-discretionary portfolio management for a flat annual fee, private investment analysis, and educational workshops. The firm specializes in personalized advice tailored to each client's specific financial goals, risk tolerance, and time horizon. ID Asset Advisory maintains affiliations with ID Asset Group, Inc., an operating company owned by the principal and her spouse, though the advisory firm maintains strict structural firewalls and does not recommend affiliated securities.
Fee Structure
ID Asset Advisory charges a flat annual fee of $6,000 for portfolio management, billed quarterly in advance at $1,500 per quarter. This flat fee covers ongoing monitoring, periodic reviews, rebalancing, routine communications, and at least one annual review meeting, regardless of the size of your portfolio.