Barack Little is a registered investment advisor at Efc Wealth Management Firm, LLC, based in Los Angeles, CA, with 2 years of industry experience. Barack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 143 clients with $43M 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% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees in addition to the fee schedule as outline above. The exact total fee will be dependent on the model strategist(s) selected; however, the total fee (AE Wealth + EFC) will not exceed 2%.
Fee Estimator
Location
5777 W Century Blvd, Suite 985, Los Angeles, CA, 90045
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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 →Employment History
Current Registrations
Efc Wealth Management Firm, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.