Top financial advisors in San Bernardino, CA
We’ve curated a list of the best financial advisors in San Bernardino, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$132,032,081
Number of advisors
5 advisors
| $132,032,081 | 5 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 San Bernardino, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Bernardino. 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.
Core Financial Advisors
CORE Financial Advisors, LLC, operating as CORE Financial Advisors, is a California-based limited liability company specializing in investment advisory services since 2013. The firm offers Comprehensive Portfolio Management, Financial Consulting, Pension Consulting, Portfolio Monitoring, and Institutional Intelligent Portfolios. Clients can expect personalized investment advice tailored to their financial goals and risk tolerance. The firm's fee structure varies based on services, with fees negotiable and billed quarterly in advance. Clients have the option to impose restrictions on investments in certain securities. The firm acts as a fiduciary, committed to acting in the best interests of clients. Investment strategies include long-term and short-term purchases, with a focus on fundamental and cyclical analysis. Clients can expect regular account reviews and reports, with a minimum account balance preferred for certain services. The firm does not participate in wrap fee programs and discloses its compensation structure transparently. Clients have the option to direct brokerage and are provided with detailed information on brokerage practices and potential conflicts of interest. The firm's Code of Ethics ensures high ethical standards, and clients can request a copy for review. Additionally, the firm does not have custody of client funds and does not accept proxy voting authority for client securities.
$132,032,081 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
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 San Bernardino, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Bernardino. 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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