In Touch Financial Services
In Touch Financial Services (CRD# 153249) is a financial advisory firm headquartered in Oakland, CA. They manage $20,000,000 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts64ACCOUNTS
Average Account Value$312,500
- 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
Vanessa Donaville (CRD# 2286105) is an Investment Advisor Representative working at In Touch Financial Services in Oakland, CA and has over 25 years of experience in the finance industry.