Ivanna Paeva is a registered investment advisor at Ticino Wealth, based in Mission Viejo, CA, with 5 years of industry experience. Ivanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 296 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee rate for new clients. Fees are based on cumulative household assets under management/advisement, with the exception of corporate plans, which cannot be included with personal assets for fee reductions. Ticino Wealth may negotiate a fee rate that differs substantially from their standard fee for investment and wealth management services provided to certain clients or for specific client holdings (e.g., held-away assets).
Fee Estimator
Location
27201 Puerta Real, Suite #410, Mission Viejo, CA, 92691
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
Ivanna works as a registered client associate at Golden Bridge Wealth Management, LLC, a fee-only RIA. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Ticino Wealth
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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