Elisa Garibay is a registered investment advisor at Cache Advisors LLC, based in San Francisco, CA, with 14 years of industry experience. Elisa 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 7 clients with $960M 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 | 0.50% |
Fees range from 0.50% to 1.25% depending on the model selected.
Fee Estimator
Location
San Francisco, CA
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 Activities
Elisa is the Chief Executive Officer, Registered Principal, and in Operations at Cache Securities LLC, a broker-dealer. This investment-related activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Cache Advisors LLC
Cache Securities LLC
Cache Securities LLCBroker
Previous Registrations
Wealthfront Brokerage LLCBroker
Wealthfront Advisers LLC
Opes Advisors, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations51 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.