FA
FA

Felipe Ayala

15 Years of Experience
Miami, FL
Broker

Felipe Ayala is a registered investment advisor at Natixis Advisors, LLC, based in Miami, FL, with 15 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85,258 clients with $85B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
85,258 clients
Average Client Portfolio
$1000K average
Assets Under Management
$85.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Natixis Advisors provides investment advisory services to managed account clients through bundled and unbundled programs. Fees are negotiated between Natixis Advisors and the program sponsor. The client account minimum for an Unbundled Program account is generally $250,000, but can be waived. Fees are calculated as a percentage of assets under management or advised, or through fixed fees or a percentage of a program sponsor's fees. Fees are paid either quarterly or monthly, in advance or in arrears.

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Location

777 Brickell, Suite 500, Miami, FL, 33131

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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
Natixis Advisors, LLC
February 2021 - Present · 5 yrs 5 mos
Natixis Distribution, LLC
November 2020 - Present · 5 yrs 8 mos
Natixis Distribution, LLCBroker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - November 2020 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2020 · 9 yrs 10 mos
Wells Fargo Investments, LLC
November 2010 - January 2011 · 2 mos
Wells Fargo Investments, LLCBroker
August 2010 - January 2011 · 5 mos
State Registrations25 states
AZCACTDCFLGAINMAMDMEMIMONCNJNMNVNYOHOKPAPRSCTNTXVA
AdvisorBrokerBoth

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.