Fee-OnlyFinder

% of assets managed in Redlands, CA

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

All 7

Bosman Wealth Management, LLC555 Cajon Street, Suite D · Redlands, CA 92373 · (909) 792-6765 · % of assets managedCRD 290550 · % of assets · $140.1 million AUMSEC registeredNo commissions reportedDiligent Investors, LLC1447 Ford Street, Suite 200 · Redlands, CA 92374 · (909) 792-2894 · Financial planningCRD 158708 · % of assets, Hourly charges, Fixed fees · $663.1 million AUMSEC registeredNo commissions reportedInvestment Counselors of Redlands LLC101 E. Redlands Blvd., #138 · Redlands, CA 92373 · (909) 792-0711 · % of assets managedCRD 137470 · % of assets · $100.0 million AUMState registeredNo commissions reportedKwb Wealth1782 Orange Tree Lane · Redlands, CA 92374 · (909) 307-8220 · Financial planningCRD 300921 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedMason Financial Services300 E State Street, Ste 504 · Redlands, CA 92373 · (909) 475-0900 · Financial planningCRD 173628 · % of assets · $51.3 million AUMState registeredNo commissions reportedPakha Investment Advisory1255 W. Colton Ave. · Redlands, CA 92374 · (818) 561-9174 · Financial planningCRD 173205 · % of assets, Hourly charges, Fixed fees · $12.5 million AUMState registeredNo commissions reportedSmart Investments Advisory Incorporated1849 W. Redlands Blvd., Suite 104 · Redlands, CA 92373 · (909) 335-8565 · Hourly feesCRD 107778 · % of assets, Hourly charges · $82.0 million AUMState registeredNo commissions reported