Financial Designs Ltd.
Financial Designs Ltd. (CRD# 135426) is a financial advisory firm headquartered in San Diego, CA. They manage $61,000,000 in 224 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$272,321
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)