La Jolla Institute for Wealth Management



How do I know I can trust you? What is tax management? How do I transfer assets to children and grandchildren? Without commissions, how do you charge? What is the minimum investment required to become a client? How do you offer unbiased advice? Short-term vs long-term investing? Am I on track for retirement?		Fee-Only Advisory Services For investment management and supervisory services, we charge clients a percentage of assets under management, payable quarterly in advance. All fees are negotiable and are fully disclosed in writing prior to engagement.