Second 50 Financial
**Second 50 Financial, LLC Summary:** Established in 2020, Second 50 Financial, LLC is an independent investment advisor firm based in Manhattan Beach, California. The firm, founded by Kathleen A. Adams, CFP®, and David H. Swift, is registered with the SEC and acts in a fiduciary capacity. Second 50 offers tailored investment advice to individuals, high net worth individuals, partnerships, corporations, and other entities. The firm provides portfolio management services, financial planning, and consulting services. Clients are required to deposit assets in accounts held at independent qualified custodians, typically Charles Schwab & Co., Inc. Second 50 charges an annual asset-based advisory fee ranging between 0.50% - 1.00% for portfolio management services. The firm does not charge performance-based fees or engage in side-by-side management. Second 50 does not vote proxies on behalf of clients and does not accept authority to vote client securities. The firm does not have any financial commitments that would impair its ability to meet contractual and fiduciary commitments to clients. For more information, visit www.second50financial.com or contact (424) 260-1551.
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