AG
AG
Abraham Garcia
9 Years of Experience
1 Disclosure
Abraham Garcia is a registered investment advisor at Bedell Frazier Investment Counselling, LLC., based in Roseville, CA, with 9 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 554 clients with $810M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
554 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$805.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1420 Rocky Ridge Drive Suite140, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
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Financial
March 2016Final
Employment History
Current Registrations
Bedell Frazier Investment Counselling, LLC.
March 2026 - Present · 1 mo
Capital Planning Advisors LLC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Charles Schwab & CO., INC.
February 2020 - January 2025 · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
September 2018 - January 2025 · 6 yrs 4 mos
J.P. Morgan Securities LLCBroker
May 2016 - August 2018 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.