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Temitope Omojola

16 Years of Experience
Brooklyn, NY

Temitope Omojola is a registered investment advisor at Expected Value Management LLC, based in Brooklyn, NY, with 16 years of industry experience. Temitope operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.0M

Fee Structure

Investment management only (planning not offered)

Expected Value Management (EVM) charges a management fee of 1% per year on the value of your investments, assessed quarterly. EVM also receives performance-based fees equal to 10% of the net appreciation in the portfolio, subject to a negotiated hurdle. For managed accounts with less than $1 million invested, you may negotiate fixed fees ranging from $1,250 to $2,500 per quarter.

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Location

Brooklyn, NY

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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
Expected Value Management LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
UBS Securities LLCBroker
November 2006 - November 2018 · 12 yrs
State Registrations1 state
NY
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.
Temitope Omojola - Financial Advisor | TrueAdvisor