Boris Castillo
Boris Castillo is a CFP-designated registered investment advisor at Nwf Advisory Services INC, based in Long Beach, CA, with 23 years of industry experience. Boris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,433 clients with $6.4B 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 $100K | 2.10% |
| $100K - $250K | 2.10% |
| $250K - $500K | 1.88% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.43% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.97% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.78% |
Fees are negotiable. Different programs such as Model Portfolios and WMAP charge a maximum fee of 1.50% up to $25,000,000 and 1.00% above that.
Fee Estimator
Location
4401 ATLANTIC AVE. Suite 200, Long Beach, CA, 90807
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
Boris is an agent presenting life insurance, annuity, and long-term care options, dedicating about a quarter of his time to this. He also works full-time as an Investment Advisor for The Ameriflex Group and full-time as Owner/Wealth Manager for Amenity Wealth, which is a marketing DBA for advisory and insurance services.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Kinecta Wealth ManagementBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
U.S. Bancorp Investments, INC.Broker
Wm Financial Services, INC.Broker
UBS Painewebber INC.Broker
Wm Financial Services, INC.Broker
M.S. Farrell & Company, INC.Broker
State Registrations8 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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