Assets Under Management
$796.1M
Number of Clients
540
Number of Advisors
11
Average Client AUM
$1.5M
AUM per Advisor
$72.4M
Compensation
Fee-Only (AUM)
Occidental Asset Management offers investment supervisory services on a discretionary and non-discretionary basis. They provide wealth management and financial planning services tailored to clients' retirement and financial goals. The firm may select sub-advisors to manage client assets and monitors their performance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $700K | 1.25% |
| $700K - $1.2M | 1.15% |
| $1.2M - $2.2M | 1.10% |
| $2.2M - $3.2M | 1.00% |
| $3.2M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Management Fees will be negotiable in the sole and absolute discretion of the Advisor.
301 California Drive #9, Burlingame, CA, 94010