Arielle Bittoni is a CFA, CFP-designated registered investment advisor at Good Balance Fp LLC, based in Los Angeles, CA, with 22 years of industry experience. Arielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 23 clients with $34M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
*Minimum annual fees start at $5,000 for individuals and $7,000 for couples, not to exceed $10,000 and $12,000, respectively. Client fees will not exceed 3%.
Fee Estimator
Contact
Arielle Bittoni
Location
11755 Wilshire Blvd, Suite 1250, Los Angeles, CA, 90025
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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 Activities
Arielle works as a consultant providing office management for her husband's architecture firm since 2017. This requires minimal time.
Employment History
Current Registrations
Good Balance Fp LLC
Previous Registrations
Refresh Investments
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hilltop Securities INC.Broker
Oppenheimer & CO. INC.Broker
E.J. De La Rosa & CO., INC.Broker
Countrywide Securities CorporationBroker
State Registrations1 state
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.
Exams
Additional Information
The clients I work with are thoughtful and accomplished, often balancing demanding careers and family responsibilities. Many have managed a lot on their own, but want clarity, reassurance, or guidance from someone who understands both the numbers and what matters most to them.