Fee-OnlyFinder

% of assets managed in Sherman Oaks, CA

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

All 6

Beverly Hills Financial Planners, LLC14724 Ventura Boulevard, Suite 800 · Sherman Oaks, CA 91403 · (310) 205-9000 · Financial planningCRD 137638 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedDavidson Kahn Capital Management, LLC14011 Ventura Blvd,, Suite 302 · Sherman Oaks, CA 91423 · (310) 928-8192 · % of assets managedCRD 290062 · % of assets · $415.5 million AUMSEC registeredNo commissions reportedHighline Wealth Partners15260 Ventura Blvd., Suite 855 · Sherman Oaks, CA 91403 · (818) 340-0157 · Financial planningCRD 284712 · % of assets, Hourly charges, Fixed fees · $867.9 million AUMSEC registeredNo commissions reportedKatam Hill LLC15233 Ventura Boulevard, Suite 535 · Sherman Oaks, CA 91403 · (747) 292-6317 · Flat / fixed feesCRD 306521 · % of assets, Fixed fees, Performance-based fees · $42.4 million AUMState registeredNo commissions reportedKb Private Wealth Management Group14945 Ventura Blvd., Suite 224 · Sherman Oaks, CA 91403 · (310) 657-8700 · % of assets managedCRD 309208 · % of assets · $8.5 million AUMState registeredNo commissions reportedShucha Wealth Management LLC13743 Ventura Boulevard, #280 · Sherman Oaks, CA 91423 · (818) 538-9021 · Financial planningCRD 315690 · % of assets, Hourly charges, Fixed fees · $12.6 million AUMState registeredNo commissions reported