Fikry Lansing
Fikry Lansing is a CFA, CFP-designated registered investment advisor at Momentum Independent Network INC., based in Oxnard, CA, with 32 years of industry experience. Fikry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.
Fee Estimator
Location
2840 S. Harbor Blvd., Suite C3, Oxnard, CA, 93035
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
Fikry is a notary public, performing functions as needed. He is also a licensed life and health insurance agent in California since 2015, dedicating minimal time outside of business hours.
Employment History
Current Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Previous Registrations
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
PFS Investments INC.Broker
State Registrations10 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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