Fiduciary advisors in Foster City, CA
9 registered advisers
By the numbers: Foster City, California has 9 SEC-registered fiduciary advisors and 9 fee-only firms.
AMERICAN INFRASTRUCTURE
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.7B
Minimum--
Clients8
BAILARD, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.5B
Minimum--
Clients2,573
BERTRAM CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients11
IEQ CAPITAL, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.00%
AUM$35.4B
Minimum--
Clients1,963
KNUFF & COMPANY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$385M
Minimum--
Clients28
NEUMANN CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$569M
Minimum--
Clients584
NIPUN CAPITAL, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients12
SUMMITRY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.0B
Minimum--
Clients3,384
TEAM HEWINS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients2,260