Aldo Lozano
Aldo Lozano is a registered investment advisor at Mulholland Wealth Advisors, LLC, based in Scottsdale, AZ, with 26 years of industry experience. Aldo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 78 clients with $610M 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 | 1.45% |
Fees are based on household account value and are negotiable at the firm's discretion. Management fee is inclusive of any sub-advisory fees but excludes custodial and overlay manager fees (typically 0.10% to 0.30%).
Fee Estimator
Location
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2022Customer Dispute
April 2006Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
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.
Exams
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