Ivan Illan
Ivan Illan is a registered investment advisor at Aligne Wealth Advisors Investment Management (awaim), based in Los Angeles, CA, with 25 years of industry experience. Ivan 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, High Net Worth, and 3 more. Their firm serves 220 clients with $220M 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
1801 Century Park East, Suite 1440, Los Angeles, CA, 90067
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
Ivan operates under several DBAs for his LPL business, including Aligne Wealth Advisors Investment Management and Aligne Wealth Preservation Insurance Services LLC. He is also an agent selling non-variable insurance products, such as LTC, disability, life, fixed annuities, and health insurance, and spends full-time providing investment advisory services through Aligne Wealth Advisors Investment Management.
Employment History
Current Registrations
Aligne Wealth Advisors Investment Management (awaim)
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Fisher Investments,inc.
Quest Capital Strategies, INC.Broker
First Fund Distributors, INC.Broker
John Nuveen & CO., IncorporatedBroker
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.