SEC-registered financial advisors in La Jolla, CA
Common fee types
- 100%Percentage of assets
- 67%Fixed or flat fee
Showing 18 of 18
- Alphacore Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Brandes Investment Partners, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Canter Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Carter Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Castle Coast Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Coastwise Capital Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Cosmos Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Financial Alternatives, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Frontier Global Partners LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Hamilton Manor & Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Jet Wealth Advisors$500M to $1BSEC recordPercentage of assets
- Mundoval Capital Management, Inc.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Nautilus Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Nerad + Deppe Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sage Stone Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- StepStone Group LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Syrios Wealth Management Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Torreyana Capital$500M to $1BSEC recordPercentage of assetsPerformance-based
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.