Client Relationship Summary
Second 50 Financial, LLC (CRD# 318626) is a California LLC and SEC-registered investment advisor offering portfolio management and financial planning services.
We provide portfolio management, including review of your unique financial circumstances and the design, implementation, and ongoing management of your designated investment account(s). We also offer advice on held-away accounts and standalone financial planning. Investments include stocks, bonds, mutual funds, ETFs, and REITs.
Additional costs may include mutual fund expense ratios, Independent Manager fees, and custodial charges.
When we act as your investment advisor, we have to act in your best interests and not put our interests ahead of yours.
Asset-based fees create incentives to increase assets. Some professionals hold insurance licenses and may earn commissions separate from advisory fees.
No. We encourage you to visit Investor.gov/CRS for a free and simple search tool.
(424) 260-1551 | www.second50financial.com