Inflection Advisors

RIAState Registered

Total AUM

$84M

Discretionary

$84M

100% of AUM

Avg account

$174K

Accounts

482

Employees

Advisory reps

Firm details

Headquarters: Camarillo, California
CRD number: 288602
Website: inflectionadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals46.94%
HNWI45.74%
Corporations / Businesses6.84%
Other Investment Advisers1.38%
Pension & Profit Sharing Plans0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Inflection Advisors is an independent, California-registered limited liability company that provides advisory services to individuals, families and institutional clients. The firm acts as a capital allocator and charges both asset-based fees and fixed fees. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. Inflection Advisors reports affiliations with other investment advisers, an insurance company and pension consultant channels. The firm does not identify itself as an active ESG investor and operates from a single-state footprint.