Assets Under Management
$177.8M
Number of Clients
171
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$59.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
WFA of San Diego is a fee-only wealth advisory and investment management firm. They offer investment supervisory services, manage investment advisory accounts, and provide investment advice through consultations. They also offer advice on matters not involving securities. Services are tailored to individual client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Equity & Balanced Accounts. Conservative accounts have lower fees.
2251 San Diego Ave, Suite B-257, San Diego, CA, 92110