Emmanuel Obel
Emmanuel Obel is a registered investment advisor at Obel Financial Advisors, based in San Mateo, CA, with 20 years of industry experience. Emmanuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5 clients with $790K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Fees are negotiable and may vary based on factors such as related accounts being aggregated.
Fee Estimator
Location
425 N. El Camino Real, #313, San Mateo, CA, 94401
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Emmanuel is an agent selling health, dental, and vision insurance, dedicating minimal time to this activity. He is also involved with several non-profit organizations and owns Obel Financial Group, where he sells various insurance products including life, health, and annuities.
Employment History
Current Registrations
Obel Financial Advisors
Previous Registrations
Woodbury Financial Services, INC.
AXA Advisors, LLC
Ameriprise Financial Services, 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.