Contact Us

Use the form on the right to contact us.

You can edit the text in this area, and change where the contact form on the right submits to, by entering edit mode using the modes on the bottom right. 

26650 The Old Road
Valencia, CA, 91381
United States


Our Fees


At Criterion we have two different fee options available. We have both a traditional asset based fee and a performance based fee.  The reason for introducing a performance based fee to our clients is simple.  Aligning our client’s success and the fee we collect seems intuitive.  You are hiring a money manager to prudently grow your wealth over time.  We are offering a fee schedule that is accountable to the success of our service.  Seems fair.

We invite you to contact us to learn more about our unique performance based fee schedule. *

*Performance based fee schedule is only available to qualified clients. To be eligible for the Performance-Based Management Fee, client must be a qualified client, as defined by the Securities & Exchange Commission, which as of the date of this publication means: (i) A natural person who, or a company that, immediately after entering into an advisory contract has at least $1,000,000 under the management of the investment adviser; or (ii) A natural person who, or a company that, the investment adviser reasonably believes prior to entering into the contract, either has a net worth of more than $2,100,000, exclusive of primary residence and net of any debt secured by Client’s residence taken out in the last 60 days except for purchase of the residence.