Assets Under Management
$114.5M
Number of Clients
103
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$57.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
TEAMS serves wealthy individual and corporate clients by offering deliverables and services to help manage assets tax efficiently. They develop comprehensive financial and estate planning illustrations using proprietary software. Services include clarifying client goals, analyzing current strategies, and developing tactical or comprehensive Family Wealth Blueprints.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $25.0M | 0.01% |
| $25M+ | 0.01% |
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626