Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Culver City is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Culver City & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Culver City, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Culver City, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Culver City, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FORTRESS WEALTH MANAGEMENT, INC. 9696 Culver Blvd, Suite 208 Culver City, CA, 90232 | 110279 | $221,148,046 | 637 | A Percentage of AUM, Hourly charges, Fixed Fees |
JEFFREY CHARLES LLOYD WOLMAN 4208 Overland Avenue, Culver City, CA, 90230 | 133611 | $171,520,117 | 200 | Other (NO SEPARATE FEE CHARGED.) |
INCEPTIV 3975 Landmark Street, #1400 Culver City, CA, 90232 | 310133 | $153,728,500 | 1 | A Percentage of AUM, Performance Based |
PRIMESTOR INVESTMENT MANAGEMENT, LLC 9950 Jefferson Blvd, Bldg 2, Culver City, CA, 90232 | 322066 | $131,000,000 | 2 | A Percentage of AUM, Performance Based |
ALBERT INVESTMENTS, LLC 3534 Hayden Ave, Culver City, CA, 90232 | 298006 | $17,653,429 | 80235 | Fixed Fees |
ALTRUIST LLC 3030 S. La Cienega Blvd, Culver City, CA, 90232 | 299398 | $0 | 0 | Other (MODEL MARKETPLACE PLATFORM FEES TO UNAFFILIATED RIAS) |
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