Felicia Greenwald is a registered investment advisor at Financial Futures, based in Las Vegas, NV, with 3 years of industry experience. Felicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 206 clients with $270M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are billed quarterly in arrears. There is a minimum quarterly fee of $2,000. Current client relationships may have higher or lower fees.
Fee Estimator
Location
Las Vegas, NV
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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
Felicia is the sole owner of Felicia M Wong Inc., a tax preparation service, since 2021. This takes about half of Felicia's time and is not investment related.
Employment History
Current Registrations
Financial Futures
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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