Top financial advisors in Watsonville, CA
We’ve curated a list of the best financial advisors in Watsonville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$13,046,166
Number of advisors
3 advisors
| $13,046,166 | 3 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 Watsonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Watsonville. 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.
Quintes Financial Services, LLC
Quintes Financial Services, LLC is a California-based investment advisory firm established in 2016, registered with the Securities and Exchange Commission. The firm specializes in providing advisory services to individuals, high-net-worth clientele, and qualified retirement plans. Quintes offers discretionary investment management, financial planning, risk profile modeling, and investor education. The firm may engage third-party advisers to manage client assets and retains discretionary authority to hire and fire sub-advisers. Clients can impose restrictions on their accounts and are responsible for promptly notifying Quintes of any changes in their financial situation or investment objectives. For separately managed accounts, Quintes recommends TD Ameritrade as the custodian and broker of record. The firm participates in TD Ameritrade's institutional advisor program, receiving benefits such as dedicated service, real-time order matching, and research access. Quintes charges advisory fees based on a tiered schedule, calculated quarterly in arrears. The firm's investment strategies include model portfolios from Dynamic Advisor Solutions LLC, tailored to clients' investment guidelines. Quintes Financial Services, LLC does not engage in principal transactions, agency cross transactions, or accept proxy voting authority for client securities. The firm's Code of Ethics establishes standards of conduct, including personal trading restrictions and reporting requirements. Clients receive periodic reports directly from their custodian, and the firm conducts periodic reviews of client accounts to ensure alignment with investment objectives and guidelines.
$13,046,166 under management
3 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 BusinessesPension Consulting ServicesSelection 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 Watsonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Watsonville. 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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