Inflection Advisors

RIASEC Registered

Total AUM

$84.2M

Discretionary

$84.2M

100% of AUM

Avg account

$179K

Accounts

471

Employees

Advisory reps

Firm details

Headquarters: Camarillo, California
CRD number: 288602
Website: inflectionadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI46.92%
Individuals44.6%
Corporations / Businesses6.81%
Other Investment Advisers1.38%
Pension & Profit Sharing Plans0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Inflection Advisors is an independent, limited-liability wealth advisory firm that serves both individuals/families and institutional clients. The firm acts as a capital allocator and provides fee-based advice using a mix of percentage-of-AUM and fixed-fee billing. Its menu of services includes financial planning, portfolio management for individual and small-business clients as well as for businesses and institutions, pension consulting, and the selection or oversight of other advisers. Inflection Advisors does not list itself as an active ESG investor.