Khanh Nguyen is a registered investment advisor at Ayla Capital, based in Los Angeles, CA, with 10 years of industry experience. Khanh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ayla Capital charges an annual management fee based on the value of your portfolio. The fee ranges up to 3.0% per year, depending on the investment strategy and the size of your account. Fees may be negotiable. If your assets are invested in managed account programs, the overall fee will not exceed 3.0% per year.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ayla Capital
Previous Registrations
Caerus Investment Advisors, LLC
Credit Suisse Securities (USA) LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations2 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.