A complete list of active advisors currently associated with Think Wealth, LLC
Warmer can help you find a great advisor at Think Wealth, LLC or one who fits your needs even better.
Think Wealth, LLC is a small, California-registered investment adviser that primarily serves individual (non-high-net-worth) clients and also provides non-custodial consulting for group or individual 401(k) plans. The firm offers discretionary portfolio management using in-house model portfolios and charges asset-based advisory fees, a common approach among peers. Clients are assigned to a conservative, balanced, or aggressive model based on an Investment Profile Questionnaire, and the firm implements and rebalances portfolios using only exchange-traded securities (individual stocks, bonds, ETFs, and ETNs). Advisors generally operate with discretionary authority and the firm requires clients to use its selected custodian for custody and trade execution. Distinctively, the firm’s principals hold concurrent roles with other registered investment advisers and maintain an affiliated insurance agency, relationships that the brochure discloses and addresses through conflict-of-interest and code-of-ethics policies. The firm also notes several operating practices that differ from many peers — it reports no high-net-worth client segment, does not aggregate block trades, and discloses limited soft-dollar or third-party research arrangements.
To learn more about the advisors currently working at Think Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Valencia, CA
| 4
| |
Valencia, CA
| 1
|
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