Eli Mizrahi
Eli Mizrahi is a registered investment advisor at Pacific Financial Advisors, based in Issaquah, WA, with 13 years of industry experience. Eli 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 121 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Financial Advisors charges a percentage of your portfolio each year.
- $0 - $2,000,000: 1.0% - 2.00%
- $2,000,001+: 0.85% - 1.5%
Fees are negotiable and billed monthly.
Location
Issaquah, WA
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 ActivitiesSells Insurance
Eli is a co-owner of NW Senior Resources (DBA Pacific Group Advisors) providing insurance sales and investment advisory services, dedicating full-time hours. He also engages prospects for Legacy Tree Charitable Annuities and is a chapter president for American Financial Education Alliance, and an agent for Federal Employees Benefits Service, consulting and marketing retirement related insurance products.
Employment History
Current Registrations
Pacific Financial Advisors
Brookstone Wealth Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
State Registrations1 state
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.