NE
ChFC
NE
ChFC

Nadia Eldib

12 Years of Experience
Westlake Village, CA
Broker

Nadia Eldib is a ChFC-designated registered investment advisor at Edward Jones, based in Westlake Village, CA, with 12 years of industry experience. Nadia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2629 Townsgate Rd Suite 135, Westlake Village, CA, 91361

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward Jones
August 2014 - Present · 12 yrs 2 mos
Edward JonesBroker
April 2014 - Present · 12 yrs 6 mos
State Registrations32 states
AZCACOCTDCFLHIIDILMAMDMEMIMNMOMTNCNHNJNVNYOHORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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