Neil Elmouchi
Neil Elmouchi is a ChFC-designated registered investment advisor at Creative Planning, based in Westlake Village, CA, with 43 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
3027 Townsgate Road, Suite 250, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Neil sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also an investment advisor representative with Sageview Advisory Group LLC, spending about a quarter of his time on wealth planning for clients.
Employment History
Current Registrations
Creative Planning
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Triad Advisors LLCBroker
Summit Financial Consultants, INC.
LPL Financial LLC
LPL Financial LLCBroker
Ogilvie Security Advisors CorporationBroker
Alliance Advisory & Securities, INC.Broker
Pml Securities CompanyBroker
Dreher & Associates, INC.Broker
Lincoln National Pension Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.