Ala Smochinsky
Ala Smochinsky is a registered investment advisor at M Holdings Securities, INC., based in Beverly Hills, CA, with 9 years of industry experience. Ala is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
9100 Wilshire Blvd., Suite 720E, Beverly Hills, CA, 90212
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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
Ala is a Director at The L. Warner Companies, Inc., where she establishes and services accounts, executes money movement, monitors client requests, prepares reports, and executes trades, dedicating full-time hours to this role. She also works as a Property Manager for Casablanca West Apartments, handling property administration, rent collection, tenant screening, and advertising, which takes about a quarter of her time.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
The L. Warner Companies, INC
Previous Registrations
Four Points Capital Partners LLCBroker
Finestone Partners
Niagara International Capital LimitedBroker
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.
Exams
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