Theresa Pablos is a CFP-designated registered investment advisor at Avise Financial, based in Los Angeles, CA, with 1 years of industry experience. Theresa 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, Insurance Planning, and 5 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avise Financial manages investment portfolios for a fee based on the value of your portfolio. The annual advisory fee will not exceed 2% of the market value of your portfolio. Fees are negotiable. Avise also offers the use of third-party managers for portfolio management services, with total fees charged by both parties not exceeding 2% per year.
Contact
Theresa Pablos
Location
7080 Hollywood Blvd., Suite 700, Los Angeles, CA, 90028
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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
Theresa is the Communications Director for the Financial Planning Association of LA, updating their website and LinkedIn page, dedicating minimal time. She also works as a consultant on podcast production, spending minimal time.
Employment History
Current Registrations
Avise Financial
Previous Registrations
Wealth Enhancement Advisory Services, LLC
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.