Monica Padilla is a CFP-designated registered investment advisor at American Investors CO, based in Danville, CA, with 39 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
Danville, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monica is a life insurance agent since 1985, though it doesn't take a significant amount of her time. She is also a tax preparer from February to April, a trustee for a personal friend, a trust planner, and provides notary public services.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.