Nicholas Loeffelman is a CFP-designated registered investment advisor at Citrine Capital, based in Huntington Beach, CA, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 127 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citrine Capital charges an annual fixed dollar fee for investment management and comprehensive financial planning. The fee, determined upfront, generally ranges from $7,000 to $90,000 based on the client’s net worth. The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.
Location
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Citrine Capital
State Registrations1 state
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