Kristina Downing is a registered investment advisor at Aire Advisors, LLC, based in Beverly Hills, CA, with 18 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 369 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for amounts over $25,000,000. Maximum fee for international clients is 1.50%. Maximum fee when using Third Party Managers is 2.00%.
Fee Estimator
Location
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212
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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 Activities
Kristina is a member of Cosmic RE LLC & Crestline Real Estate LLC, and Cosmic GA LLC, both real estate holding companies. She also works as an employee for USA Lending and Loans as a mortgage broker, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Aire Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wedbush Securities INC.
Wedbush Securities INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.