California Financial Advisors, based out of San Ramon, CA, is a local investment advisory firm that offers comprehensive financial guidance. With a single office, they are a dedicated team of 11 professionals who specialize in providing top-notch investment advisory services. Demonstrating their expertise, each investment advisor at California Financial Advisors manages an average of $135,450,000 in assets under management, surpassing the industry average.
The firm's compensation structure is diverse, offering flexibility to clients. They employ various fee types, including a percentage of assets under management, hourly charges,...
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Assets Under Mgmt
$1.49B
Investment Professionals
11
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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