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 SalesTypical Fee--
AUM$159M
Minimum--
Clients372
ALBITZ/MILOE AND ASSOCIATES, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$704M
Minimum--
Clients1,286
ALESSANDRA CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$115M
Minimum--
Clients147
BANYAN TREE ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients89
CATALINA CAPITAL GROUP, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$616M
Minimum--
Clients573
EP WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$35.6B
Minimum--
Clients49,167
O'BRIEN INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$231M
Minimum--
Clients301
SOUTH BAY FINANCIAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$109M
Minimum--
Clients126
TAYLOR WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$171M
Minimum--
Clients226
TORTUGA WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$223M
Minimum--
Clients604