Lana Alvarez is a registered investment advisor at Johnson Bixby, based in Vancouver, WA, with 4 years of industry experience. Lana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 777 clients with $930M 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 | 1.50% |
Fees vary and are negotiable, with a maximum annual rate of 1.50%.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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
Lana manages a residential rental property, collecting rent, filling vacancies, and assisting with maintenance. This investment-related activity requires minimal time.
Employment History
Current Registrations
Johnson Bixby
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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