Overview

Headquarters
Manhattan Beach, CA
Total Firm Assets
$280 million
Average High-Net-Worth Client Portfolio Size
$4.5 million

Fee Disclosure

Source: FF ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-04-22) · View brochure text
Latest filing: FF ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 1.20%
$3,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.85%
$10,000,001 $20,000,000 0.70%
$20,000,001 $50,000,000 0.50%
$50,000,001 $100,000,000 0.30%
$100,000,001 and above 0.25%

Stated Minimum Annual Fee: $12,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,000 1.20%
$5 million $56,000 1.12%
$10 million $98,500 0.98%
$50 million $318,500 0.64%
$100 million $468,500 0.47%

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
82.82%
Number of High-Net-Worth Clients
52
Total Client Accounts
464
Discretionary Accounts
464

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
316723
  • FF ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-30) · View brochure text
  • FF ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-04-22) (fee schedule source) · View brochure text

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

Frequently Asked Questions