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Tayeb Ayat

5 Years of Experience
Los Angeles, CA

Tayeb Ayat is a registered investment advisor at Fenul Wealth Management LLC, based in Los Angeles, CA, with 5 years of industry experience. Tayeb 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 9 clients with $900K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$100K average
Assets Under Management
$898K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K3.00%
$150K - $250K2.50%
$250K - $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $4.0M0.65%
$4.0M - $6.0M0.55%
$6.0M - $10.0M0.45%
$10M+0.35%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10880 Wilshire Blvd, Suite 1101, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tayeb is the Chief Investment Officer of Fenul Capital Investment, a hedge fund, since 2020. This activity takes a few hours per week.

Employment History
Current Registrations
Fenul Wealth Management LLC
January 2021 - Present · 5 yrs 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Tayeb Ayat - Financial Advisor | TrueAdvisor