Fiduciary advisors in Corte Madera, CA

3 registered advisers

For Corte Madera investors who want a fiduciary standard, 3 SEC-registered firms operate in the area. 3 operate strictly fee-only, with no compensation from product manufacturers.

AVILA REAL ESTATE CAPITAL

Fee-Only, No ConflictsClean Record
Corte Madera, CaliforniaCRD #325431
Typical Fee--
AUM$227M
Minimum--
Clients3

COHEN CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corte Madera, CaliforniaCRD #107903
Typical Fee--
AUM$1.0B
Minimum--
Clients474

PROSSER CREEK ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corte Madera, CaliforniaCRD #318883
Typical Fee1.50%
AUM$136M
Minimum--
Clients2
Fiduciary Advisors in Corte Madera, California | FiduciaryListings