California Financial Advisors Fees & Minimum

Overview

Headquarters: San Ramon, CA
Total Firm Assets: $2.3 billion
Average High-Net-Worth Client Portfolio Size: $2.8 million
Stated Minimum Account Size: $100,000

Recent Rankings

#22 Lowest-Fee RIA in California for $2M Portfolios

Fee Disclosure

Source: CFA PART 2A -2024 (2026-02-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$300,000	1.20%
$300,001	$750,000	1.00%
$750,001	$1,500,000	0.80%
$1,500,001	$3,000,000	0.70%
$3,000,001	$6,000,000	0.60%
$6,000,001	$10,000,000	0.50%
$10,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,100	1.01%
$5 million	$36,600	0.73%
$10 million	$62,600	0.63%
$50 million	$222,600	0.45%
$100 million	$422,600	0.42%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 82.05%
Number of High-Net-Worth Clients: 666
Total Client Accounts: 3,547
Discretionary Accounts: 3,185
Non-Discretionary Accounts: 362

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 110152

CFA PART 2A -2024 (2026-02-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does California Financial Advisors disclose?

Is California Financial Advisors a fiduciary?

Where is California Financial Advisors located?

How many clients does California Financial Advisors have?

What services does California Financial Advisors offer?

How much does California Financial Advisors manage?

What types of clients does California Financial Advisors serve?