Private Financial Counseling's Form ADV discloses 1.00% on the first $6 million, 0.60% on the next $4 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110648), Private Financial Counseling is subject to fiduciary duty under federal law.
Private Financial Counseling is headquartered in LOS ANGELES, CA.
Private Financial Counseling serves 55 high-net-worth clients according to their SEC filing dated October 28, 2025. View client details ↓
According to their SEC Form ADV, Private Financial Counseling offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Private Financial Counseling manages $262 million in client assets according to their SEC filing dated October 28, 2025.
According to their SEC Form ADV, Private Financial Counseling serves high-net-worth individuals and institutional clients. View client details ↓