Fee-OnlyFinder

% of assets managed in Los Gatos, CA

9 advisers in Los Gatos offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 9

Asl Financial, LLC987 University Avenue, Suite 8 · Los Gatos, CA 95032 · (408) 283-7256 · Financial planningCRD 115479 · % of assets, Hourly charges, Fixed fees · $186.7 million AUMSEC registeredNo commissions reportedCultivate Financial Group LLC16185 Los Gatos Boulevard, Suite 205 · Los Gatos, CA 95032 · (650) 451-3008 · Financial planningCRD 288980 · % of assets, Fixed fees · $61.7 million AUMState registeredNo commissions reportedFuture Wealth LLC235 Oak Meadow Drive · Los Gatos, CA 95032 · (408) 839-4430 · Financial planningCRD 283911 · % of assets, Fixed fees · $75.6 million AUMState registeredNo commissions reportedKane Investment Management, INC.15466 Los Gatos Blvd., Suite 213 · Los Gatos, CA 95032 · (408) 358-5263 · Financial planningCRD 127337 · % of assets, Performance-based fees · $240.5 million AUMSEC registeredNo commissions reportedOlma Advisors16185 Los Gatos Blvd, Suite 205 · Los Gatos, CA 95032 · (650) 353-7737 · Financial planningCRD 306220 · % of assets, Hourly charges, Fixed fees · $4.4 million AUMState registeredNo commissions reportedOrchard City Wealth Management, LLC987 University Avenue, Suite 8 · Los Gatos, CA 95032 · (669) 237-3006 · Financial planningCRD 292274 · % of assets, Hourly charges, Fixed fees · $116.1 million AUMSEC registeredNo commissions reportedProflex Finance15732 Los Gatos Blvd, Suite 3036 · Los Gatos, CA 95032 · (408) 202-0912 · % of assets managedCRD 334262 · % of assets · $23.4 million AUMState registeredNo commissions reportedRice Financial Consulting, INC.300 E. Main Street · Los Gatos, CA 95030 · (408) 354-3400 · % of assets managedCRD 170346 · % of assets · $287.2 million AUMSEC registeredNo commissions reportedScharf Investments, LLC16450 Los Gatos Boulevard, Suite 207 · Los Gatos, CA 95032 · (831) 429-6513 · Financial planningCRD 105508 · % of assets, Fixed fees, Performance-based fees · $4.2 billion AUMSEC registeredNo commissions reported