Fee-OnlyFinder

% of assets managed in Ventura, CA

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

All 5

Anacapa Financial, LLC1363 Donlon Street, #5 · Ventura, CA 93003 · (805) 715-3536 · Financial planningCRD 305365 · % of assets, Hourly charges, Fixed fees · $68.7 million AUMState registeredNo commissions reportedBankers Investment Counseling5450 Telegraph Road, Suite 265 · Ventura, CA 93003 · (805) 620-0150 · % of assets managedCRD 325872 · % of assets · $21.5 million AUMState registeredNo commissions reportedIntegrity Wealth Advisors, INC.196 S. Fir St., Suite 140 · Ventura, CA 93001 · (805) 339-0760 · Financial planningCRD 281708 · % of assets, Hourly charges, Fixed fees · $285.5 million AUMSEC registeredNo commissions reportedSherman Asset Management, INC.1500 Palma Dr., Suite 133 · Ventura, CA 93003 · (805) 530-5963 · Financial planningCRD 170861 · % of assets, Fixed fees, Performance-based fees · $140.8 million AUMSEC registeredNo commissions reportedVentura Coast Wealth Management1056 E. Meta Street #103 · Ventura, CA 93001 · (805) 643-9300 · Financial planningCRD 154280 · % of assets, Hourly charges · $7.0 million AUMState registeredNo commissions reported