Yale Kofman is a registered investment advisor at Elyxium Wealth LLC, based in Beverly Hills, CA, with 7 years of industry experience. Yale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 56 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee will not exceed 1.00%. Fees are negotiable and billed quarterly in arrears. Third-party manager fees are in addition to Elyxium Wealth's advisory fees.
Fee Estimator
Location
400 S. Beverly Dr., Penthouse, Beverly Hills, CA, 90212
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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 Activities
Yale is a managing member of Elyxium Family Office, LLC, an affiliated entity of Elyxium Wealth, LLC, offering family office services. Yale is also a board member and on the executive committee of the Japan Society of Northern California, dedicating a few hours per week to this role.
Employment History
Current Registrations
Elyxium Wealth LLC
Previous Registrations
First Republic Securities Company, LLC
First Republic Wealth Advisors, LLC
First Republic Investment Management, INC.
State Registrations3 states
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.
Exams
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