Tami Aloisa
Tami Aloisa is a CFP-designated registered investment advisor at Oneseven, based in Virginia Beach, VA, with 29 years of industry experience. Tami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
Virginia Beach, VA
Get directionsHistory
Regulatory History (4)
Financial
February 2019Regulatory
February 2018Employment Separation After Allegations
August 2017Employment Separation After Allegations
July 2015Other Business ActivitiesSells Insurance
Tami is the secretary for a networking group, Colloborative Divorce Solutions of Tidewater, taking notes. Since 2004, Tami has also been an independent licensed insurance agent selling life insurance.
Employment History
Current Registrations
Oneseven
Previous Registrations
Hayden Royal
Spire Wealth Management, LLC
Spire Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.