Overview
- Headquarters
- Torrance, CA
- Total Firm Assets
- $115 million
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
Fee Disclosure
Source: 2025 SBFP ADV BROCHURE PART 2A (2025-04-01)
· View brochure text
Latest filing: 2026 SBFP ADV BROCHURE 2A (2026-07-17)
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Latest filing: 2026 SBFP ADV BROCHURE 2A - AMENDED (2026-07-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.60% |
Stated Minimum Annual Fee: $1,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,000 | 0.60% |
| $5 million | $30,000 | 0.60% |
| $10 million | $60,000 | 0.60% |
| $50 million | $300,000 | 0.60% |
| $100 million | $600,000 | 0.60% |
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
- 86.04%
- Number of High-Net-Worth Clients
- 27
- Total Client Accounts
- 145
- Non-Discretionary Accounts
- 145
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 175015
- 2026 SBFP ADV BROCHURE 2A (2026-07-17) · View brochure text
- 2026 SBFP ADV BROCHURE 2A - AMENDED (2026-07-17) · View brochure text
- 2025 SBFP ADV BROCHURE PART 2A (2025-04-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗