Lorena Moudi
Lorena Moudi is a registered investment advisor at Mission Creek Capital Partners, INC., based in San Francisco, CA, with 21 years of industry experience. Lorena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 496 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mission Creek charges an annual fee for investment management services, typically ranging from 0.60% to 1.50% of the value of your portfolio. The exact fee depends on the size and complexity of your account. Fees are payable quarterly, either in advance or after the quarter ends. The minimum quarterly fee is $750. Additional fees apply for option overlay, covered call, and concentrated stock management strategies. A reduced fee structure is available for separately managed accounts used on a sub-advisory basis.
Location
101 Mission Street, Suite 1750, San Francisco, CA, 94105
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 →Employment History
Current Registrations
Mission Creek Capital Partners, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ameritas Investment CORP.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cibc World MarketsBroker
Fps Broker Services, INC.Broker
State Registrations3 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.