Pricing Options

Our pricing allows for our clients to choose the level of service they require at a certain point in their life.  Along with our fee-based model mentioned to the right we also have a subscription model and stand alone financial plan fee which will be agreed upon depending on time and detail of the plan.  

Fee-Based Model

Fee-based model means that we invest your assets and charge you according to the schedule below.  As part of this fee we provide all our financial planning services mentioned through the website. 

1.00% ($0-$2,000,000)

0,75% ($2,000,001-$3,000,000)

0.50% ($3,000,001 & over)

As your account size increases, your fee decreases.  

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRASIPC,a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License# 0I59024.


Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.  All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Policy | Order Routing Disclosure

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

FINRA's BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck.

225 Avenue I, Suite 201

Redondo Beach, CA 90277

Contact: (310) 792-2424


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