Wealth By Design Usa, Inc.
Wealth By Design Usa, Inc. (CRD# 176523) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,900,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$237,500
- 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
- Pension consulting services
Tamara Simmons (CRD# 3098351) is an Investment Advisor Representative working at Wealth By Design Usa, Inc. in Santa Barbara, CA and has over 19 years of experience in the finance industry.