LB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
437 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B
Fee Structure
Minimum Annual Fee:$5,000
Financial Plan Fee:$750 - $10,000
Management fees are based on a percentage of assets under management, not exceeding 2.0% annually. Fees are negotiable and may differ among clients. Retirement planning fees are either flat (ranging from $750 to $10,000) or asset-based (not exceeding 1.50% annually). Wealth consulting and financial planning fees are negotiable. The new annual minimum fee is $5,000.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
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Advisor Information
Office location
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Arista Wealth Management, LLC
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
February 2013 - August 2017 · 4 yrs 6 mos
UBS Financial Services INC. Broker
February 2013 - August 2017 · 4 yrs 6 mos
Morgan Stanley
June 2011 - March 2013 · 1 yr 9 mos
Morgan Stanley Broker
June 2009 - March 2013 · 3 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley & Co., IncorporatedBroker
July 1996 - October 2005 · 9 yrs 3 mos
Morgan Stanley & Co., IncorporatedBroker
February 1996 - June 1996 · 4 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.