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Liliana Fahel

Voya Financial Advisors, INC.
12 Years of Experience
Bakersfield, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Liliana Fahel is a registered investment advisor at Voya Financial Advisors, INC., based in Bakersfield, CA, with 12 years of industry experience. Liliana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
752 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1115 Truxtun Ave 2nd Flr, Bakersfield, CA, 93301

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Liliana works as an independent insurance agent selling fixed insurance products since 2018. This activity takes nearly full-time.

Employment History
Current Registrations
Voya Financial Advisors, INC.
August 2017 - Present · 9 yrs 2 mos
Voya Financial Advisors, INC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Advised Assets Group, LLC
February 2017 - August 2017 · 6 mos
Gwfs Equities, INC.Broker
August 2016 - August 2017 · 1 yr
Allstate Financial Services, LLCBroker
April 2016 - July 2016 · 3 mos
Next Financial Group, INC.Broker
April 2015 - June 2015 · 2 mos
LPL Financial LLCBroker
September 2013 - October 2014 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations4 states
CAMTTNWA
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.
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