Fiduciary advisors in Torrance, CA

10 registered advisers

Torrance is a South Bay city where Honda America and aerospace firms generate a corporate advisory client base, and 10 SEC-registered fiduciary firms serve local investors. 9 of those firms -- 90% -- operate on a fee-only basis, accepting no commissions.

ADVANCED PORTFOLIO STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #284697
Typical Fee--
AUM$159M
Minimum--
Clients372

ALBITZ/MILOE AND ASSOCIATES, INC.

Clean RecordAlso Compensated via Brokerage
Torrance, CaliforniaCRD #104777
Typical Fee--
AUM$704M
Minimum--
Clients1,286

ALESSANDRA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #123305
Typical Fee--
AUM$115M
Minimum--
Clients147

BANYAN TREE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #168384
Typical Fee--
AUM$1.0B
Minimum--
Clients89

CATALINA CAPITAL GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Torrance, CaliforniaCRD #172556
Typical Fee--
AUM$616M
Minimum--
Clients573

EP WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #111147
Typical Fee--
AUM$35.6B
Minimum--
Clients49,167

O'BRIEN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #284057
Typical Fee--
AUM$231M
Minimum--
Clients301

SOUTH BAY FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #175015
Typical Fee--
AUM$109M
Minimum--
Clients126

TAYLOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #132955
Typical Fee--
AUM$171M
Minimum--
Clients226

TORTUGA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #153737
Typical Fee--
AUM$223M
Minimum--
Clients604
Fiduciary Advisors in Torrance, California | FiduciaryListings