Jilena Mok
Jilena Mok is a registered investment advisor at Aegis Capital CORP., based in San Francisco, CA, with 13 years of industry experience. Jilena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,083 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.
If most transaction costs are charged to you:
- First $250,000 - maximum 2.50% per year
- Next $750,000 - maximum 2.25% per year
- Over $1,000,000 - maximum 2.00% per year
If most transaction costs are charged to Aegis:
- First $250,000 - maximum 3.00% per year
- Next $750,000 - maximum 2.75% per year
- Over $1,000,000 - maximum 2.50% per year
The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.
Location
San Francisco, CA
Get directionsHistory
Regulatory History (3)
Regulatory
November 2023Regulatory
November 2023Employment Separation After Allegations
February 2023Other Business ActivitiesSells Insurance
Jilena owns multiple rental properties in various locations and dedicates minimal time to them. Jilena is also an agent and producer for ACC Agency, Inc., an insurance general agency, spending a few hours per week on this business.
Employment History
Current Registrations
Aegis Capital CORP.
Aegis Capital CORP.
Aegis Capital CORP.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 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.