JY

Joana Ramirez Youssefzadeh

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
37 advisors
Number of Clients
4,697 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$40.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

TCW charges investment management fees generally computed as a percentage of the market value of assets under management. Fees are typically billed quarterly in arrears, though some are billed monthly. The investment management fee is subject to modification, reduction, and/or waiver, both voluntarily and on a negotiated basis. Minimum account sizes apply, varying by strategy. Wrap program clients should refer to their sponsor's disclosure brochure for fee information.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

515 South Flower Street, Los Angeles, CA, 90071

Get directions
Regulatory 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
Tcw Investment Management Company LLC
March 2021 - Present · 4 yrs 10 mos
Tcw Funds Distributors LLCBroker
June 2018 - Present · 7 yrs 7 mos
Tcw Funds Distributors LLC
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Unionbanc Investment Services, LLC
January 2015 - June 2018 · 3 yrs 5 mos
Unionbanc Investment Services, LLC Broker
January 2015 - June 2018 · 3 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
March 2011 - January 2015 · 3 yrs 10 mos
National Planning CorporationBroker
March 2011 - January 2015 · 3 yrs 10 mos
Ameriprise Financial Services, INC. Broker
March 2006 - April 2011 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
March 2006 - April 2011 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
November 2005 - March 2006 · 4 mos
Ameriprise Financial Services, INC. Broker
November 2005 - March 2006 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joana Ramirez Youssefzadeh - Financial Advisor | AdvisorDiscover