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Yoil Awabdeh
25 Years of Experience
El Dorado Hills, CA
2 DisclosuresBroker
Yoil Awabdeh is a registered investment advisor at Wells Fargo Advisors, based in El Dorado Hills, CA, with 25 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
4364 Town Center Blvd Ste 220, El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2022Settled
Customer Dispute
June 2001Settled
Employment History
Current Registrations
Wells Fargo Advisors
April 2019 - Present · 7 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2011 - April 2019 · 8 yrs
Morgan StanleyBroker
April 2011 - April 2019 · 8 yrs
Wells Fargo Advisors, LLCBroker
January 2011 - April 2011 · 3 mos
Wells Fargo Advisors, LLC
January 2011 - April 2011 · 3 mos
Wells Fargo Investments, LLC
January 2006 - January 2011 · 5 yrs
Wells Fargo Investments, LLCBroker
January 2006 - January 2011 · 5 yrs
Citicorp Investment Services
April 2003 - January 2006 · 2 yrs 9 mos
Citicorp Investment ServicesBroker
April 2003 - January 2006 · 2 yrs 9 mos
Morgan Stanley
April 2001 - November 2002 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
January 2000 - November 2002 · 2 yrs 10 mos
State Registrations28 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.