California Capital Management

California Capital Management, operating as Consolidated Capital Management, LLC, offers investment advisory services to individuals and various clients. Established in 2004, the firm specializes in Comprehensive Portfolio Management and Retirement Plan Consulting. The ownership structure includes Gregory J. Zedlar, Bradley Salo, Emily Logan, Alexis Cole, and Khrysten Baltazar. Clients can impose reasonable restrictions on investments within the Wrap Fee Program. The firm manages $320,956,754 on a discretionary basis. Fees for Comprehensive Portfolio Management are negotiable, with no transaction costs for trades. Retirement Plan Consulting fees are based on a percentage of assets under management, not exceeding 1.50%. The firm follows a fiduciary duty and offers individualized investment advice. Investment strategies include long-term and short-term purchases, trading, and option writing. California Capital Management uses various methods of analysis and specializes in risk management strategies. Clients receive quarterly account statements from the custodian, Charles Schwab & Co., Inc. The firm does not accept proxy authority to vote client securities. No disciplinary events are reported, and the firm does not require prepayment exceeding $1,200 in fees.