Overview

Headquarters
Canoga Park, CA
Total Firm Assets
$93 million
Average High-Net-Worth Client Portfolio Size
$1.9 million

Fee Disclosure

Source: PFP FORM ADV PART 2A BROCHURE (2026-08-03) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.85%
$2,000,001 $5,000,000 0.75%
$5,000,001 and above 0.50%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $41,000 0.82%
$10 million $66,000 0.66%
$50 million $266,000 0.53%
$100 million $516,000 0.52%

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
73.66%
Number of High-Net-Worth Clients
37
Total Client Accounts
300
Discretionary Accounts
300

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
317288

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

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