California Financial Partners

Building Trust Through Expertise & Integrity

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You are here: Home / Fee Schedule

Fee Schedule

Account SizeAnnual Advisory Fee*
$0 – $2,999,0001%
$3,000,000 – $4,999,999 .85%
$5,000,000 – $9,999,999.75%
$10,000,000 – $19,999,999.60%
$20,000,000 +Negotiable
Average Individual Planning Fee$4,500 First year / negotiable thereafter if needed
Average Business Owner Planning Fee$7,500 First year / negotiable thereafter if needed

Value-added Services

Quarterly Performance ReportsQuarterly Face to Face Client Reviews
Comprehensive Financial PlanningPortfolio Risk Assessment
Retirement PlanningAsset Preservation Strategies
Deferred CompensationInsurance Evaluation
Estate Planning Strategies401K Asset Allocation Assistance
Tax Planning StrategiesCompany Stock Options Analysis
Trust Design & ReviewBusiness Succession Planning
Charitable PlanningDefined Benefit Plans

Learn More

total-wealth-management-solution

Your Total Wealth Management Solution

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Investment Vehicles

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Our Process

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Components of a Financial Plan

Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

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California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. LPL Financial Form CRS.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

Copyright © California Financial Partners, Inc.