Skip Zwahlen
Skip Zwahlen is a registered investment advisor at Ocean Avenue Wealth Management, based in Santa Monica, CA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ocean Avenue Wealth Management's investment management fee is a percentage of your total assets under management, ranging from 0.00% to 5.00% annually. The exact fee is negotiable and outlined in your investment advisory contract. Fees are paid quarterly in advance, and you can terminate the contract with 30 days' written notice for a prorated refund.
Location
1431 Ocean Avenue, Suite 1100, Santa Monica, CA, 90401
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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
Skip is a licensed insurance agent and may offer clients advice or products related to insurance. These services pay a commission and involve a possible conflict of interest.
Employment History
Current Registrations
Ocean Avenue Wealth Management
Previous Registrations
UBS Financial Services INC.
State Registrations2 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.