Elana Yaffe is a CFP-designated registered investment advisor at Vicus Capital, INC., based in Westlake Village, CA, with 1 years of industry experience. Elana 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 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
Westlake Village, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elana works as a financial planning specialist for Defrate & Paavola LLC, providing financial planning and administrative services. This takes about a quarter of her time, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Vicus Capital, INC.
State Registrations2 states
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