Vili Isaloi is a registered investment advisor at Elliott Cove Capital Management, based in Anchorage, AK, with 3 years of industry experience. Vili operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 670 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined assets per fee family must total $1,000,000 or more and will be adjusted if total falls below $1,000,000 back to the tiered schedule of first $250,000 at 1.50% and the next $750,000 at 1.25%. Fees are negotiable based on the value of assets under management, complexity of the client's situation, the advisor representative providing services, and other factors determine between the firm and the client.
Fee Estimator
Location
Northrim Bank West Anchorage Branch, 2709 Spenard Road, Anchorage, AK, 99503
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
Vili is the guardian for his nephew, an investment-related activity. He also works as a personal care assistant for his special needs nephew through Hearts and Hands of Care Inc., dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Elliott Cove Capital Management
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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.