Liza Cruz is a registered investment advisor at Alliance Advisory & Securities, LLC, based in Westlake Village, CA, with 1 years of industry experience. Liza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Advisory & Securities charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.5% to 2.0%. The fee is calculated based on the value of your account at the end of each quarter and is billed quarterly.
Location
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alliance Advisory & Securities, LLC
State Registrations1 state
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