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Njideka Obijiaku

14 Years of Experience
Los Angeles, CA
1 Disclosure

Njideka Obijiaku is a registered investment advisor at Shifting the Culture Wealth Partners LLC, based in Los Angeles, CA, with 14 years of industry experience. Njideka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 16 clients with $1.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
16 clients
Average Client Portfolio
$119K average
Assets Under Management
$1.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.85%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.50%
$5M+0.50%

Fees negotiable for accounts over $5,000,000. The above fee schedule is a straight tiered fee and does not include the Sub-Advisor’s fee. The total fees charged by both parties will not exceed 3% of assets under management per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3680 Wilshire Blvd, Suite P04-1181, Los Angeles, CA, 90010

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
November 2018
Other Business Activities

Njideka is a licensed insurance agent but no longer sells insurance products or is affiliated with any insurance companies. She will not sell insurance products to clients or prospective clients of SCWP.

Employment History
Current Registrations
Shifting the Culture Wealth Partners LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Centric Capital Advisors, LLC
March 2019 - July 2020 · 1 yr 4 mos
Primerica Advisors
January 2014 - November 2018 · 4 yrs 10 mos
PFS Investments INC.Broker
November 2011 - November 2018 · 7 yrs
State Registrations1 state
CA
Advisor

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.
Njideka Obijiaku - Financial Advisor | TrueAdvisor