Wael Elkhalafawi
Wael Elkhalafawi is a registered investment advisor at Avantax Planning Partners, INC., based in Woodland Hills, CA, with 3 years of industry experience. Wael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
20501 Ventura Blvd, Suite 322, Woodland Hills, CA, 91364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Wael is the CEO of Moskowitz and Company Inc, a CPA firm providing accounting, tax preparation, CFO services, and financial statements, dedicating full-time hours to it. He is also an Investment Advisor Representative (IAR) with Avantax Planning Partners Inc, spending about 10-20% of his time providing investment and financial planning services.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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