Top financial advisors in Del Mar, CA
We’ve curated a list of the best financial advisors in Del Mar, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$618,858,773
Number of advisors
2 advisors
| $618,858,773 | 2 advisors | |
| 2 |
Assets under management
$108,281,389
Number of advisors
2 advisors
| $108,281,389 | 2 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 Del Mar, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Del Mar. 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.
First Turn Management, LLC
First Turn Management, LLC is a registered investment adviser specializing in providing discretionary investment advisory services to private funds and separate accounts. The firm was established on August 28, 2023, and is owned by entities controlled by Lisa Wheatley and certain persons affiliated with IQHQ, Inc. First Turn's investment strategy focuses on long-term capital appreciation through a diversified portfolio of healthcare and therapeutics-related investments. The firm employs a top-down evaluation of emerging technologies and a rigorous fundamental research process to identify high-conviction investment opportunities. Clients have the option to invest in private securities, subject to a cap of 20% of client assets. For private funds, First Turn charges an annual fixed fee of 1.25% of net asset value and performance-based fees ranging from 15% to 20% of net profits. The firm is fee-only and may negotiate fees and minimum account sizes on a case-by-case basis. First Turn exercises investment discretion for both private funds and separate accounts, acting as a fiduciary in the best interests of clients. The firm votes proxies for client securities based on recommendations from Glass Lewis & Co., LLC. First Turn does not have custody of client assets for separate accounts and has not been subject to any material legal or regulatory findings. The firm's financial condition is sound, ensuring its ability to meet contractual obligations. Clients receive regular communications and account statements to stay informed about their investments.
$618,858,773 under management
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)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.
$108,281,389 under management
2 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
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 Del Mar, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Del Mar. 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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