Jane an
Jane an is a registered investment advisor at Nwf Advisory Services INC, based in Los Angeles, CA, with 22 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA, 90064
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2008Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Jane is the President of Monolithe Wealth Planning Group, her securities business, and an Investment Advisor Representative under NWF's RIA, dedicating full-time hours to these roles. Jane also sells fixed insurance products and owns a real estate holding LLC.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.