Refresh Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,549,556
Clients
26
73% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
LowAverage account size
$2,367,291
About
Refresh Investments serves individuals, family trusts, foundations, charities, and corporate sponsors with discretionary investment management and financial planning. Like many supported firms, it provides ongoing portfolio management and charges percentage-of-AUM advisory fees while also offering employee benefit plan advisory and limited hourly consulting.
The firm builds custom investment policies using asset allocation and fundamental analysis and implements portfolios through direct management, sub-advisors, and separately managed accounts (SMAs). It also advises on held-away accounts and uses a third-party order management platform to coordinate employer‑sponsored retirement accounts without taking custody of those assets.
Refresh Investments is notable for a small advisory team managing a concentrated client base with relatively large account sizes and for a principal with multi‑decade institutional experience and professional credentials (CFA, CPA, MBA). The firm documents and mitigates operational risks tied to third‑party data aggregators, conducts due diligence on sub‑advisors, and offers formal fixed‑fee financial planning that can be integrated with investment services for larger households.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
Long-term care insurance
Wealth management
Fee options
Financial planning fixed fee ranging from $5,000 to $25,000 based on complexity
$500,000 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%
$400 per hour for senior advisor; $275 per hour for junior advisor, negotiable
Ongoing financial planning service with quarterly fees up to $4,000 per quarter
Account minimum: $1,000,000 Fee-only: Financial planning fixed fees from $5,000 to $25,000; ongoing financial planning up to $4,000 per quarter; hourly consulting $275-$400 per hour
Main office location
Refresh Investments
401 Wilshire Blvd., 12 Th Floor
Santa Monica CA 90401, United States
Number of offices
3
Most active in
Refresh Investments has reported serving >5 clients in these states in the last 12 months.
California · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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