A complete list of active advisors currently associated with The WealthGarden F.S. LLC
Warmer can help you find a great advisor at The WealthGarden F.S. LLC or one who fits your needs even better.
The WealthGarden f.s. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations; the brochure reports roughly $227.6 million in assets under management across about 235 client relationships. The firm also offers estate-planning coordination and standalone consulting and financial planning engagements billed on an hourly basis when not provided as a complimentary service to managed-account clients. Portfolios are customized to client goals and risk tolerances and typically use diversified allocations across mutual funds, ETFs and, at times, individual securities, with analysis informed by fundamental methods, Modern Portfolio Theory and cyclical analysis; accounts are reviewed at least quarterly and rebalanced within pre-determined ranges. The brochure discloses use of third-party sub-advisors for implementation and includes valuation language that assets are “not adjusted by any margin debit,” indicating the firm may permit borrowing or margin activity in managed accounts when appropriate. Compared with many peers, the firm combines several uncommon features for a small team: it acts as a sponsor of its own wrap-fee program, operates from five offices, and is affiliated with TaxGarden LLC to offer supplementary tax preparation and accounting services (with partnership interests held by firm principals). It also coordinates estate-document drafting with third-party scriveners and estate attorneys and discloses the potential conflicts of interest that arise from these affiliations.
To learn more about the advisors currently working at The WealthGarden F.S. LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse The WealthGarden F.S. LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Fresno, CA
| 6
| |
El Segundo, CA
| 26
| |
El Segundo, CA
| 14
| |
San Diego, CA
| 2
| |
El Segundo, CA
| 15
|
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