2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
$500,000 (investment services); $5 million (Private Client Group)
20 years
Asset-based, fixed and hourly fees
Charles Schwab & Co. and Fidelity Investments
Much has been written about the impending intergenerational wealth transfer—with more than $30 trillion expected to be passed down from baby boomer parents to their GenX and millennial heirs over the next three decades.
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