Finding the Top Financial Advisors in El Segundo, CA
If you’re trying to find a financial advisor, you may have to do some extensive research into government documents and financial papers. But don’t worry. We did that work for you in order to find the top seven financial advisors in El Segundo, California. We covered all the basics such as account minimums, fee basis and more.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Camden Capital, LLC Find an Advisor||$3,174,607,475||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Monograph Wealth Advisors, LLC Find an Advisor||$1,198,532,884||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Kaye Capital Management Find an Advisor||$201,682,912||No set account minimum|| || |
Minimum AssetsNo set account minimum
|4||Sharper & Granite, LLC Find an Advisor||$152,326,000||$250,000|| || |
|5||Urban Wealth Management Group, LLC. Find an Advisor||$120,691,558||$100,000|| || |
|6||BlueDog Advisory Find an Advisor||$53,841,153||None|| || |
How We Found the Top Financial Advisors in El Segundo, CA
First, we compiled data on all firms in El Segundo, California that are registered with the Securities Exchange Commission (SEC) to form a list. We then removed the firms that faced disciplinary action in the past 10 years or whose individual accounts make up less than half of their client base. Finally, we ranked the financial advisor firms in El Segundo based on assets under management (AUM), from largest to smallest.
Camden Capital, LLC
With more than $3.7 billion in assets under management, Camden Capital is a financial advisor firm that specializes in serving athletes, lawyers and foundations. It generally extends its services to high- and ultra-high-net-worth individuals and families, business owners, trusts, private foundations and pooled investment vehicles. Though the firm doesn’t require a minimum investment, the bulk of its client base consists of high-net-worth individuals, including accredited investors.
CEO John Krambeer leads Camden Capital. Barron’s has ranked him among its “Top 100 Independent Wealth Advisors” three years in a row. The publication has also recognized him as among “America’s Top Financial Advisors” for five years in a row. Before starting his own firm, Krambeer worked at Merrill Lynch for 16 years.
The firm operates on a fee-only basis. This means it collects fees from its clients solely based on the services it provides. It doesn't earn any other form of compensation from third parties for selling or referring their products.
Camden Capital Background
John Krambeer founded Camden Capital in 2004. Camden Capital Partners, LLC and K-5 Holdings LLC, an entity wholly owned by John and Susan Krambeer Family Trust, own the firm.
The wealth manager offers a range of financial advisory services. It can tailor a holistic financial plan based on your needs. This plan may address a variety of financial concerns including:
- Legacy wealth planning
- Estate planning
- Portfolio management
- Tax planning
In addition, the firm provides family office services designed to help ultra-high-net-worth families and businesses manage their wealth.
Camden Capital Investment Strategy
Camden Capital emphasises diversification as a way to maximize risk-adjusted returns. The firm would analyze your financial health, risk tolerance, investing goals and other factors in order to construct an asset allocation that’s appropriate for you. Depending on your profile, the firm may build your portfolio with mutual funds, exchange-traded funds (ETFs) and individual securities like stocks and bonds.
Monograph Wealth Advisors, LLC
Monograph Wealth Advisors is a financial advisory firm that specializes in family wealth management. It holds more than $1.9 billion in assets under management. The firm provides services to individuals, high-net-worth individuals, pensions, profit-sharing plans, charities and more.
With no investment-size minimum, the firm functions on a fee-only basis. So it earns its fees directly from clients for the services it provides. It does not receive commissions or other forms of compensation from third parties for selling their products.
Monograph Wealth Advisors Background
Jeffery Coyle founded the firm in 2015. He, along with Joseph Chrisman and Sean Shannon - all advisors - own the practice.
The firm provides a variety of wealth planning services and can guide you on an array of topics, including estate planning and retirement planning.
Monograph Wealth Advisors Investment Strategy
Monograph Wealth aims to build a diversified investment portfolio by taking into account the personal factors of the client including risk appetite, financial health and investing goals. The firm may invest your assets in mutual funds and exchange-traded funds (ETFs) as well as other securities in order to mitigate risk.
Its securities selection process is based on fundamental analysis of market conditions and trends, among other things.
Kaye Capital Management
Kaye Capital Management (KCM) is a registered investment advisor with about $201.7 million in assets under management. Its three-person team works with high-net-worth individuals, individuals, business entities, trusts, estates, charitable organizations and retirement plans. With no minimum account size or minimum annual fee requirements, the practice mostly serves clients who are not high net worth.
The boutique firm utilizes the services of four certified financial planners (CFPs) and one accredited investment advisor. The firm may collect fees based on the market value of your portfolio or a fixed fee for particular financial planning services. Advisors in their individual capacities may also earn commissions for recommending certain insurance products from affiliated companies.
Kaye Capital Management Background
KCM emerged in 1993 and registered as an investment advisor in 2003. Today, KCM offers financial planning, investment management, institutional retirement plan services and institutional consulting. It also takes retirement plan benchmarking study requests. Its advisors can assist you with several areas of your financial life including cash flow management, retirement planning, education funding and estate planning.
Marvyn E. Kaye, Kenneth J. Watten and David W. Hilton own the firm. All three serve on the advisory team.
Kaye Capital Management Investment Strategy
KCM generally allocates client assets among exchange-traded funds (ETFs) and mutual funds it deems appropriate based on the client’s risk tolerance, investing goals and other factors. It may also utilize individual securities. In determining its securities selection, the firm utilizes market research, data on economic sector conditions and other factors.
Sharper & Granite, LLC
Sharper & Granite is a financial services firm with more than $152.3 million in assets under management. It extends its services to individuals, high-net-worth individuals, trusts and pension and profit-sharing plans. Most of its clients are non-high-net-worth individuals, according to SEC data. The firm generally requires a minimum account balance of $250,000 to start a relationship.
Chris Casanega leads the firm, following more than 18 years in the financial services industry. He spent 14 of those years managing portfolios at Sharper & Granite.
Sharper & Granite Background
Sharper & Granite first opened its doors in 2003. Casanega wholly owns the firm and serves as its chief compliance officer. The firm offers financial consulting and asset management services. Depending on your needs, the firm may advise on a number of financial topics. These include estate planning, trust management, retirement savings, risk management and more.
Sharper & Granite Investment Strategy
Sharper & Granite doesn’t limit its scope when it comes to selecting investment securities for client portfolios. It devises asset allocations based on individual factors such as risk appetite and time horizon.
However, it generally prefers low-cost, index-based exchange-traded funds (ETFs) and no-load index mutual funds, which make up the majority of most client accounts. The firm may also consider alternative investments if deemed appropriate.
The firm’s investment philosophy is driven by Modern Portfolio Theory, which states that diversification can be utilized to capture strong returns and mitigate risk.
Urban Wealth Management Group, LLC.
Urban Wealth Management Group (UWMG) holds about $120.7 million in assets under management. It offers portfolio management and wealth management services to a wide range of clients that includes high-net-worth individuals, individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
The firm generally requires a minimum investment of $100,000 for portfolio management services. It collects fees as a percentage of the market value of your portfolio or on a case-by-case basis depending on the financial planning services you need. Advisors in the firm in their individual capacities, however, may earn commissions from third parties for selling or recommending their products.
Urban Wealth Management Group Background
UWMG was founded in 2012 and became a registered investment advisor in 2017. René Nourse is the principal owner and managing director. If you work with UWM, you’ll have access to three certified financial planners (CFPs).
Urban Wealth Management Group Investment Strategy
UWMG may utilize both passive and active investing strategies when managing portfolios for its clients. It creates asset allocations based on personal factors like your risk tolerance and investing goals. To construct portfolios, the firm primarily utilizes stocks, bonds, exchange-traded funds (ETFs) and mutual funds. It can also advise on socially responsible investing and impact.
After emerging in 2018, BlueDog Advisory currently oversees more than $57.8 million in assets under management (AUM). It provides comprehensive financial planning and portfolio management services aided by interactive digital tools and platforms.
The firm works with a variety of clients including individuals and high-net-worth individuals along with their related retirement plans and estates. It also extends its services to businesses and pension plans. The firm doesn’t require a minimum investment to receive its services. According to SEC data, most of its current individual client base falls outside the scope of high-net-worth.
Dixon Karmindro leads the team at BlueDog. He has spent more than two decades in the financial services industry. He previously held senior roles with Goldman Sachs, The Carson Group and Deutsche Bank.
BlueDog Advisory collects its fees from clients either as a percentage of assets under management or a flat fee based on the scope of financial planning services rendered. Employees of BlueDog Advisory may also be members of non-affiliated financial services firms and they may earn commissions for selling the products of these firms in their individual capacities. However, BlueDog Advisory notes that “[c]ompensation received from sales through the broker-dealer and insurance companies are used by us to reduce the assets under management charges to you.”
Bluedog Advisory Background
Also known as BlueDog Capital Management LLC, the firm first came on the scene in 2018. Dixon Karmindro serves as chief compliance officer, principal and sole owner of the firm.
BlueDog Advisory provides a range of financial planning services aided by several digital tools and platforms.
For instance, its TrueBlue Financial Planning platform gives clients a full picture of their financial life by allowing them to link several accounts and personal data. It can help clients analyze and address several money management tasks including the following:
- Retirement savings
- Insurance needs
- Social Security and wealth distribution scenario comparisons
In addition, BlueDog’s TOLERISK tool helps clients measure their capacity to take risks in the investing world in order to help them make better decisions.
Bluedog Advisory Investment Strategy
BlueDog aims to build portfolios diversified and tailored to your personal circumstances such as risk appetite and time horizon. It considers a wide variety of securities to invest client assets among including the following:
- Fixed income
- Municipal securities
- Mutual funds and exchange traded funds (ETFs)
- Closed-end funds
- U.S. government securities
- Money market funds and cash
- Real estate investment trusts (REITs)
- Master limited partnerships (MLPs)
- Private investments