ADVISORS ON CALL

RIASEC Registered

Total AUM

$47.6M

Discretionary

$47.6M

100% of AUM

Avg account

$161K

Accounts

295

Employees

Advisory reps

Firm details

Headquarters: LAGUNA HILLS, California
CRD number: 315319
Website: www.advisorsoncall.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.9%
HNWI38.09%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advisors On Call is an independent, limited liability advisory firm that serves both individuals/families and institutional clients. The firm acts as a capital allocator, directing client capital to outside managers and to pooled investment vehicles alongside providing direct advisory services. Its service menu emphasizes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and investor education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm does not present itself as an active ESG investor.