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Aenon Wallace

Navy Federal Investment Services, LLC
22 Years of Experience
Norfolk, VA
1 DisclosureBroker
View SEC Summary
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Aenon Wallace is a registered investment advisor at Navy Federal Investment Services, LLC, based in Norfolk, VA, with 22 years of industry experience. Aenon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.

Navy Federal Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
159 advisors
Number of Clients
7,424 clients
Average Client Portfolio
$283K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2M+0.85%

Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7979 Hampton Blvd, Norfolk, VA, 23505

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History

Regulatory History (1)
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Judgment / Lien
January 2024
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Other Business Activities

Aenon is an officer in the Navy Reserve since 2004, dedicating about 10% of his time. This activity is not investment related.

Employment History
Current Registrations
Navy Federal Investment Services, LLCBroker
July 2023 - Present · 3 yrs 3 mos
Navy Federal Investment Services, LLC
July 2023 - Present · 3 yrs 3 mos
Navy Federal Investment Services, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Park Avenue Securities LLC
November 2018 - July 2023 · 4 yrs 8 mos
Park Avenue Securities LLCBroker
November 2018 - July 2023 · 4 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - October 2018 · 1 yr 7 mos
MML Investors Services, LLC
March 2017 - October 2018 · 1 yr 7 mos
Msi Financial Services, INC.
August 2004 - March 2017 · 12 yrs 7 mos
Msi Financial Services, INC.Broker
June 2004 - March 2017 · 12 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2004 - July 2007 · 3 yrs 1 mo
State Registrations9 states
AZCAGAMDNCSCTXVAWA
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.
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