search

Bestria Review

computer Visit Site phone 310-405-5114 print Print Report

Bestria, registered in 2020, serves 1 state(s) with a licensed staff of 1 advisors. Bestria manages $11.3 million and provides investment advisory services for 10 clients (1:10 advisor/client ratio).



Firm Information


Summary Firm
Overall Rating
Minimum Investment $0
Average Client Balance $1,130,000
Total AUM $11.3 million
Fee Range $1 - $1M: 1.5%, $1M-$10M: 1% $10M - and up: .75%
Advisor / Client Ratio 1:10
Languages Offered English
Specialities Investment Planning and Management, Socially Responsible Investment, Inherited Wealth, Single Parents
Website Visit Site
Phone Number 310-405-5114
Headquarters Santa Monica, CA
Locations See locations
Facebook Visit Profile
Twitter bestria1
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #309261

Investment Philosophy


Bestria provides investment management services for our clients following a thorough review of their goals, risk profile, and need for income and growth. Our philosophy is grounded in a long-term, customized approach, based on a balanced, well-diversified portfolio that provides us with the ability to capitalize on opportunities in markets.



Disciplinary Questions


After checking the disciplinary records of Bestria, our system found no disciplinary questions to ask. Checks take place monthly.



Conflict Questions


After checking the regulatory records of Bestria, our system found no conflict questions to ask. Checks take place monthly.



Was this helpful?

Yes or No



Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Bestria:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


View Fee Disclosures




FAQs





Other Firms


Formula Folio Investments, The Advocates, Lasalle Investment Management Securities, Oregon Pacific Wealth Management




This automated report was generated using SEC and FINRA data and was last updated on September 4th, 2021*. For data support, email "support@investor.com". Views: 129 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


*SEC data last verified 09/04/2021. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process.




contact_supportSupport