Reid Abedeen
Reid Abedeen is a registered investment advisor at Safeguard Investment Advisory Group, LLC, based in Corona, CA, with 18 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,849 clients with $600M 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 $250K | 2.15% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Location
4160 Temescal Canyon Road, Suite 307, Corona, CA, 92883
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
Reid offers insurance products to clients through Woodland Financial Services, Inc. He holds a California life insurance license.
Employment History
Current Registrations
Safeguard Investment Advisory Group, LLC
Previous Registrations
Safeguard Investment Advisory Group
State Registrations2 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.