Firm
CA Investment Advisers
Cupertino, California
Fee-only
CA Investment Advisers at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 36 individual clients, 22 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 36 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Cupertino, California |
|---|---|
| Website | chineseabraham.com |
| [email protected] | |
| Phone | (408) 725-2975 |
CA Investment Advisers fees
CA Investment Advisers doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 14 |
| High-net-worth clients | 22 |
| Accounts managed | 36 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 132170 |