Advisor at American Money Management, LLC
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Firm
American Money Management, LLC
Location
Morena Valley, CA
Credentials
Series 66
Industry experience
20 years
Adele Canetti is a financial advisor at American Money Management, LLC with 20 years of industry experience. She holds the Series 66 designation and has been with American Money Management since 2008. Outside of her advisory work, she owns and operates Dollar Book Fair, a used bookstore in Buena Park, California. American Money Management provides discretionary portfolio management to individuals, pension plans, trusts, corporations, and other entities, offering tailored asset-allocation strategies managed by an investment committee. The firm integrates fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.
Based on American Money Management, LLC
Based on American Money Management, LLC
Fixed fees for financial planning services, typically $2,500 - $5,000
0.10% to 1.50% annually (negotiable based on size and complexity)
Hourly charges may apply for financial planning in non-asset management or complex situations
Performance-based fees negotiated on a case-by-case basis with qualified clients
Account minimum: $100,000 Fee-only: Financial planning fees typically range between $2,500 - $5,000; may be fixed fee and/or hourly charges
Morena Valley, CA
California
American Money Management, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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