Behavior Shift
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,760
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$76,760
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fees for Project-Based Financial Planning range from $2,500 to $3,500; initial fee for Ongoing Financial Planning up to $2,500; monthly ongoing financial planning fees range from $250 to $500
$0 - $500,000: 0.75% $500,001+: 0.50%
$200 per hour for Project-Based Financial Planning
Fee-only: Investment Management and Financial Planning fees only; no commissions or other compensation received.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Behavior Shift
Hemet CA, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
951-635-7687
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