Higgins Capital Management, INC.

Assets Under Management

$7.7M

Number of Clients

11

Number of Advisors

2

Average Client AUM

$700K

AUM per Advisor

$3.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Higgins Capital Management provides continuous investment advice based on individual client needs. They develop a client's risk profile and manage a portfolio accordingly. They also offer financial planning services covering various areas like retirement, insurance, and tax planning.

Fee Structure

Minimum Investment:$250K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location

2223 Avenida De La Playa, Suite 210, La Jolla, CA, 92307

2 Advisors at this firm