Earl Yaokasin is a CFA-designated registered investment advisor at Wealtharch Investment Services, LLC, based in Pasadena, CA, with 14 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthArch Investment Services' wealth management fee is the greater of 1.00% of your portfolio or $5,000 annually, calculated and billed quarterly. For balances above $2 million, a credit back of 0.30% will be provided quarterly. The fee is negotiable. There is also a one-time consulting fee of $500 to go over your initial asset allocation, followed by a $300 quarterly fee for ongoing portfolio monitoring.
Location
1122 E Green St, Ste 206, Pasadena, CA, 91106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealtharch Investment Services, LLC
Previous Registrations
Banc of America Investment Services, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.