AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M
Fee Structure
Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information
Office location
10880 Wilshire Boulevard, Suite 2222, Los Angeles, CA, 90024
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2014Denied
Other Business ActivitiesSells Insurance
Aida has been an insurance agent since 1984, selling life, health, annuities, group, property, and casualty insurance. She also receives rental income from a property in Sherman Oaks, CA, and operates under the DBA Eagles Club.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
January 2007 - Present · 19 yrs
Mutual of Omaha Investor Services, INC. Broker
June 1992 - Present · 33 yrs 7 mos
Previous Registrations
Sun Investment Services CompanyBroker
May 1990 - March 1992 · 1 yr 10 mos
G. R. Phelps & Co., INC.Broker
February 1989 - June 1990 · 1 yr 4 mos
Metlife Securities INC.Broker
May 1988 - September 1988 · 4 mos
Metropolitan Life Insurance CompanyBroker
May 1988 - September 1988 · 4 mos
Mutual of Omaha Fund Management Company Broker
December 1985 - December 1986 · 1 yr
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.