Top advisors in San Juan Capistrano
We’ve curated a list of the best financial advisors in San Juan Capistrano, take a look at it below
Find an advisor in San Juan Capistrano| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $60,000,000 | 1 advisors | ||
| 2 | $33,584,393 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in San Juan Capistrano, 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 Juan Capistrano. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Iq Trends Private Client Asset Management
Assets under management
$60,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
2. Baker Jensen Investment Advisors, LLC
Assets under management
$33,584,393
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.