Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,166,934
Total clients
108
34% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
18
Average account size
$140,435
Financial planning fees range from $400 to $1,600 depending on plan type.
$0 - $49,999: 1.90% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.65% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.65% $750,000 - $999,999: 1.60% $1,000,000+: up to 2.20% (varies by program and account)
Commissions may be received from insurance products sold through representatives acting as insurance agents.
Hourly consultation fee of $165 per hour.
Account minimum: $25,000 (minimum client deposit; $50,000 recommended) Fee-only: Financial planning fees from $400 to $1,600 depending on plan complexity; annual review fees from $100 to $400; hourly consulting fee $165/hour.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
Ministry Partners Securities, LLC
One Pointe Dr.,, Suite 205
Brea CA 92821, United States
Number of offices
4
CFP®, Series 66
Fresno, CA
Ministry Partners Securities, LLC
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Series 66
Fresno, CA
Ministry Partners Securities, LLC
Series 63, Series 65
Brea, CA
Ministry Partners Securities, LLC
Series 66
Brea, CA
Ministry Partners Securities, LLC
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