Do we offer and hourly or one-time project fee option?
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer a one-time project fee option.
If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.
Do we charge any upfront fees?
Good planning takes time and we want to make sure that we are able to create a great plan for anyone who walks through our doors (physical or virtual). Because of this, we charge an upfront planning fee of $2500 to $5000 depending on your advisor.
*This fee is waived for accounts over $250K or $500K based on your advisor.
How are you Different from other financial advisors or firms?
1. We value continuing education and currently have 2 CPFs on staff with many more to come in the next few years.
2. We Value independence and keep our options open when it comes to the investments and services we offer clients. Each client can expect an individualized approach to their plan.
3. We invest in industry-leading technology to simplify our clients’ lives and make retirement and investing easy.
Why should I consider when hiring LA Wealth Management?
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you need help with setting and achieving financial goals, managing your taxes , investing smarter, and creating a solid plan for retirement , you’re in the right spot.
LA Wealth Management covers a large geographical are from Orange County to Simi Valley and we have advisors who live locally within these communities.
In addition to this we pride ourselves on taking a team approach. More often than not, we pair up.
Why? A few reasons.
1. So that we can provide coverage for our clients when an advisor may be on vacation, out sick or just need some recharge days. It keeps our clients covered and our advisors happy and healthy.
2. So that advisors with different areas and levels of experience can work together to create comprehensive plan for our clients.
How do we determine which advisor I will be working with at LA Wealth Management?