Leighann Miko is a CFP-designated registered investment advisor at Avise Financial, based in Los Angeles, CA, with 10 years of industry experience. Leighann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Charitable Giving, Corporate Executives, Estate Planning, and 7 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avise Financial manages investment portfolios for a fee based on the value of your portfolio. The annual advisory fee will not exceed 2% of the market value of your portfolio. Fees are negotiable. Avise also offers the use of third-party managers for portfolio management services, with total fees charged by both parties not exceeding 2% per year.
Contact
Leighann Miko
Location
7080 Hollywood Blvd., Suite 700, Los Angeles, CA, 90028
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 Activities
Leighann provides tax and business management services through StatusFlow, a non-investment related business, since October 2020. This activity takes about 10% of Leighann's time.
Employment History
Current Registrations
Avise Financial
Previous Registrations
Equalis Financial
Cg Financial Services
State Registrations4 states
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
Additional Information
I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. I’m here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious progressives. My “why” is to help others create the financially secure life I never thought I’d have after growing up in a financially volatile environment.