Homestead Wealth Management- Financial Advisor San Dimas, CA

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About Homestead Wealth Management

Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

10-19

Firm CRD#

6413

Insurance License#

CA Insurance Lic. #0819047

Name of Broker/Dealer

LPL Financial

States Licensed in

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Risk Management, Financial Planning for Individuals, Money Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management

Compliance

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, AIF^®, CIMA^®

Securities Licenses

Series 63, Series 7, Series 65, Series 66

Insurance and Annuity Licenses

Annuity, Variable Annuity, Life, Disability

Firm Information

Firm's Number of Clients

Assets Managed by Firm

108,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Hourly, Based on Assets, Commissions

Fee % Based on Assets

.93%

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Homestead Wealth Management