Vladimir Matthew Pixa
VP
Vladimir Matthew Pixa
VP

Vladimir Pixa

22 Years of Experience
Seal Beach, CA

Vladimir Pixa is a registered investment advisor at My Portfolio Guide, LLC, based in Seal Beach, CA, with 22 years of industry experience. Vladimir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 318 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
318 clients
Average Client Portfolio
$632K average
Assets Under Management
$201.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $2.0M0.80%
$2.0M - $3.0M0.70%
$3.0M - $5.0M0.50%
$5M+0.40%

Fees are negotiable depending on client needs and situation complexity. Retirement plan accounts have a separate fee schedule starting at 0.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Vladimir Matthew Pixa
VP
Vladimir Pixa

Location

3020 Old Ranch Parkway, Suite 300, Seal Beach, CA, 90740

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History

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.

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Employment History
Current Registrations
My Portfolio Guide, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
My Portfolio Guide, LLC
June 2010 - December 2018 · 8 yrs 6 mos
Fisher Investments
November 2007 - February 2008 · 3 mos
Charles Schwab & CO., INC.
June 1999 - January 2005 · 5 yrs 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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