Del Mar Wealth Management Inc

Del Mar Wealth Management Inc. is a registered investment adviser based in Del Mar, California, established in 2015. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients can grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Del Mar Wealth Management may use sub-advisers for account management, with fees disclosed in the sub-adviser's Form ADV. Financial planning services are also available, with fees included in the portfolio management fee or billed separately at an hourly rate or fixed fee. The firm primarily advises on stocks, corporate bonds, mutual funds, and ETFs, with a focus on fundamental analysis and long-term investments. Fees for portfolio management services are tiered based on assets under management, with fees negotiable and payable quarterly. The firm does not accept performance-based fees or engage in side-by-side management. Del Mar Wealth Management does not have any disciplinary information to report and does not compensate for client referrals. Clients have the right to direct brokerage and custody of their assets, with Schwab recommended as the qualified custodian. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. In case of trade errors, the firm aims to rectify the situation to restore the account.