Fee-OnlyFinder

% of assets managed in El Segundo, CA

18 advisers in El Segundo offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 18

Casita Financial Planning840 Apollo St # 100 · El Segundo, CA 90245 · (310) 564-6461 · Financial planningCRD 334718 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedCore Financial222 N Pacific Coast Highway, Ste 1900 · El Segundo, CA 90245 · (310) 450-6004 · Financial planningCRD 155205 · % of assets, Hourly charges, Fixed fees · $301.7 million AUMSEC registeredNo commissions reportedCurated Wealth Partners, LLC2101 E El Segundo Blvd., Suite 501 · El Segundo, CA 90245 · (310) 356-0830 · Flat / fixed feesCRD 297852 · % of assets, Fixed fees, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedDalton Investments, INC.360 N. Pacific Coast Highway, Suite 1060 · El Segundo, CA 90245 · (424) 231-9100 · % of assets managedCRD 308609 · % of assets, Performance-based fees · $5.7 billion AUMSEC registeredNo commissions reportedDucenta Squared Asset Management2240 E. Maple Ave · El Segundo, CA 90245 · (213) 687-9170 · Flat / fixed feesCRD 308920 · % of assets, Fixed fees, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedFirst Pacific Advisors, LP2101 East El Segundo Blvd., Suite 301 · El Segundo, CA 90245 · (800) 982-4372 · % of assets managedCRD 141823 · % of assets, Performance-based fees · $32.0 billion AUMSEC registeredNo commissions reportedGoldberg Financial Advisors, LLC222 Pacific Coast Highway, 10th Floor · El Segundo, CA 90245 · (310) 995-3396 · Financial planningCRD 158147 · % of assets, Hourly charges, Fixed fees · $120.3 million AUMSEC registeredNo commissions reportedGranite Investment Partners, LLC2321 Rosecrans Avenue, Suite 4200 · El Segundo, CA 90245 · (310) 933-4292 · % of assets managedCRD 150632 · % of assets, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedGreenshields Capital LLC840 Apollo St., Suite 314 · El Segundo, CA 90245 · (310) 775-2136 · Financial planningCRD 284814 · % of assets, Fixed fees · $192.5 million AUMSEC registeredNo commissions reportedInsight Investment Counsel330 Illinois Street · El Segundo, CA 90245 · (310) 426-6322 · % of assets managedCRD 172511 · % of assets · $245.7 million AUMSEC registeredNo commissions reported
Keefer Pension Consulting, INC.400 Continental Boulevard, 6th Floor · El Segundo, CA 90245 · (310) 862-8439 · Financial planningCRD 150657 · % of assets · $197.0 million AUMState registeredNo commissions reportedPacific Income Advisers INC2321 Rosecrans Ave., Suite 1260 · El Segundo, CA 90245 · (310) 393-1424 · % of assets managedCRD 104719 · % of assets · $2.2 billion AUMSEC registeredNo commissions reportedPalisades Investment Partners, LLC2321 Rosecrans Avenue, Suite 1260 · El Segundo, CA 90245 · (310) 656-6300 · % of assets managedCRD 128173 · % of assets · $271.0 million AUMSEC registeredNo commissions reportedRegatta Capital Group, LLC880 Apollo St., Suite 129 · El Segundo, CA 90245 · (310) 725-9102 · Financial planningCRD 145363 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedRylander Richter360 N Pacific Coast Highway, Suite 2000 · El Segundo, CA 90245 · (310) 573-4360 · Financial planningCRD 297550 · % of assets, Fixed fees · $101.9 million AUMState registeredNo commissions reportedSharper & Granite LLC400 Continental Plaza, Suite 600 · El Segundo, CA 90245 · (310) 426-2909 · Financial planningCRD 136719 · % of assets · $366.4 million AUMSEC registeredNo commissions reportedThe Wealthgarden F.s. LLC1730 E. Holly Ave, Suite 838 · El Segundo, CA 90245 · (310) 571-8489 · Financial planningCRD 311927 · % of assets, Hourly charges, Fixed fees · $227.6 million AUMSEC registeredNo commissions reportedValidus Capital LLC2221 Rosecrans Avenue, Suite 150 · El Segundo, CA 90245 · (424) 499-1360 · Financial planningCRD 319212 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reported