Yuliana Mendez is a registered investment advisor at Myecfo, based in La Jolla, CA, with 6 years of industry experience. Yuliana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 187 clients with $260M 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 | 1.25% |
Standard minimum annual fee of $10,000, which may be waived or negotiated.
Fee Estimator
Location
La Jolla, CA
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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
Yuliana works as an independent contractor providing small business consulting services from home. This non-investment related activity takes a few hours per week, with no time spent during securities trading hours.
Employment History
Current Registrations
Myecfo
State Registrations1 state
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