Feliks Zlochistyy
Feliks Zlochistyy is a CFA, CFP-designated registered investment advisor at First Wilshire Securities Management, INC., based in Pasadena, CA, with 20 years of industry experience. Feliks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 286 clients with $420M 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 $1.0M | 1.75% |
| $1.0M - $30.0M | 1.50% |
| $30.0M - $50.0M | 1.25% |
| $50M+ | 1.25% |
Fees are negotiable for accounts over $50 million. Custom accounts generally are assessed a lower amount. Accounts held at specific other custodians (Morgan Stanley, Raymond James, RBC, UBS, Wells Fargo) are charged an annual management fee of 1.25%.
Fee Estimator
Location
200 South Los Robles Ave., Suite 620, Pasadena, CA, 91101
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 →Employment History
Current Registrations
First Wilshire Securities Management, INC.
Previous Registrations
First Wilshire Securities Management, INC.
First Wilshire Securities, 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.
Exams
More Advisors
- William Caton, CFA, CFPFirst Wilshire Securities Management, INC.
- Howard Lu, CFA, CFPFirst Wilshire Securities Management, INC.
- Scott Hood, CFA, CFPFirst Wilshire Securities Management, INC.
- Francisco Sanchez, CFPAwm Capital, LLC
- Murcy Huang, CFAClifford Swan Investment Counselors
- Luan Chung, CFPStrategic Advisers LLC