Flat / fixed fees in Foster City, CA

4 advisers in Foster City offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

Bailard, INC.950 Tower Ln, Ste 1900 · Foster City, CA 94404 · (650) 571-5800 · Financial planningCRD 110550 · % of assets, Fixed fees, Performance-based fees · $7.6 billion AUMSEC registeredNo commissions reported Ieq Capital, LLC950 Tower Lane, Suite 1800 · Foster City, CA 94404 · (650) 581-9807 · Financial planningCRD 301819 · % of assets, Fixed fees · $56.8 billion AUMSEC registeredNo commissions reported Summitry, LLC919 Hillsdale Blvd., Suite 150 · Foster City, CA 94404 · (650) 212-2240 · Financial planningCRD 128586 · % of assets, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reported Team Hewins, LLC950 Tower Lane, Suite 1050 · Foster City, CA 94404 · (650) 620-3040 · Financial planningCRD 291194 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reported