Top financial advisors in Culver City, CA
We’ve curated a list of the best financial advisors in Culver City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$220,583,528
Number of advisors
5 advisors
| $220,583,528 | 5 advisors | |
| 2 |
Assets under management
$153,728,500
Number of advisors
7 advisors
| $153,728,500 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Culver City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Culver City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Fortress Wealth Management, Inc.
Fortress Wealth Management, Inc. is a financial advisory firm founded in 1993 by Thomas Nimmo and Kenneth Lechter, with Arlie Green taking over full ownership in 2012. The firm offers financial planning and investment management services to institutional and individual clients, utilizing discretionary or non-discretionary investment strategies primarily focused on mutual funds and ETFs. Clients may also have access to third-party separate account managers with full investment discretion. Fortress operates as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm charges annual fees ranging from 0.25% to 1.00% of assets under management, with negotiated fixed fees available. Clients have the option to terminate agreements within specific timeframes. Fortress does not participate in wrap fee programs and managed $268,612,689 in discretionary assets as of December 31, 2024. The firm does not accept performance-based fees and serves a range of clients without minimum asset requirements. Investment strategies focus on diversified portfolios, tax efficiency, risk management, and global diversification. Fortress has a written Code of Ethics and does not receive compensation for recommending specific securities. The firm provides regular account reviews, quarterly reports, and does not accept voting authority for client securities. Fortress has no disciplinary history, bankruptcy petitions, or financial conditions impairing its ability to meet client commitments.
$220,583,528 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersInceptiv
Inceptiv is a financial advisory firm based in Culver City, California. It currently has approximately $153,728,500 of assets under management and employs about 7 people. Inceptiv uses a fee structure of a percentage of assets under your management and performance-based fees.
$153,728,500 under management
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Culver City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Culver City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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