FV
FV

Francois Viljoen

19 Years of Experience
Los Angeles, CA

Francois Viljoen is a registered investment advisor at Ifc Advisors LLC, based in Los Angeles, CA, with 19 years of industry experience. Francois operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 213 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
213 clients
Average Client Portfolio
$11.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)

IFC Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. The fee typically ranges from 0.10% to 1.75%. The firm may negotiate the annual fee based on certain criteria. The fees are billed in advance each calendar quarter based on the market value of the account at the end of the quarter.

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Location

11601 Wilshire Blvd, Suite 1725, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ifc Advisors LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
November 2012 - November 2024 · 12 yrs
Wells Fargo Clearing Services, LLCBroker
November 2012 - November 2024 · 12 yrs
Morgan StanleyBroker
June 2009 - December 2012 · 3 yrs 6 mos
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
August 2007 - October 2007 · 2 mos
Wells Fargo Investments, LLC
August 2007 - October 2007 · 2 mos
Mason Securities, INC.Broker
April 2004 - August 2005 · 1 yr 4 mos
State Registrations2 states
CATX
Advisor

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.