Fiduciary advisors in Solana Beach, CA
8 registered advisers
Solana Beach is one of several California cities with a measurable fiduciary advisory presence. Local investors can choose from 8 SEC-registered fiduciary advisors, 8 of which are fee-only.
BLANKINSHIP & FOSTER, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$862M
Minimum--
Clients1,013
D. M. BRENNER, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$176M
Minimum--
Clients389
DLK INVESTMENT MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$435M
Minimum--
Clients1,122
FIRST TURN MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$537M
Minimum--
Clients4
FOCUS INVESTMENT ADVISORS, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$885M
Minimum--
Clients34
GLOBAL IMC LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients13
KARMEL CAPITAL MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$170M
Minimum--
Clients6
THE INFORMED MOMENTUM COMPANY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients13