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Ideal Life Financial Advisors (Folsom)


Ideal Life Financial Advisors is an adviser based in Folsom. It manages $36 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Ideal Life Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ideal Life Financial Advisors: assets under management

The assets under management (AUM) of Ideal Life Financial Advisors is $36 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ideal Life Financial Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Folsom

The principal office where Ideal Life Financial Advisors performs its advisory services is located at 2240 East Bidwell Street, Folsom, CA 95630, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-235-4646 or by fax 913-983-1180. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.ideallifefa.com.


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