Top financial advisors in Grass Valley, CA
We've curated a list of the best financial advisors in Grass Valley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $251,076,000 Number of advisors 10 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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Grass Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grass Valley. 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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Ostrofe Financial Consultants Inc
Ostrofe Financial Consultants, Inc. is a Registered Investment Advisor established in 1984, located in Grass Valley, CA. The firm offers financial planning and consulting services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations. The principal owner is Seth Leishman. The firm conducts an initial interview to determine clients' needs, goals, and risk tolerance, offering comprehensive financial planning services such as asset allocation, risk management, and portfolio analysis. Ostrofe Financial Consultants provides investment management services on a discretionary basis, with a minimum initial investment of $0. Clients are billed quarterly based on a percentage of assets under management, with fees ranging from 1.25% to 1.00% depending on the portfolio value. The firm does not recommend no-load funds and may charge additional fees for certain engagements. Clients have the option to impose restrictions on their portfolios and are responsible for informing the firm of any changes to their investment objectives. The firm's investment strategies focus on asset allocation, aiming to limit volatility and add value for clients with an emphasis on absolute return. Ostrofe Financial Consultants analyzes economic and political factors to guide investment decisions, considering risks such as interest-rate, market, inflation, currency, and liquidity risks. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients receive regular account reviews and statements from the custodian holding their assets. For more information, clients can contact Patty Lum at 530-273-4425 or [email protected].
$251,076,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Grass Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grass Valley. 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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