Yves Atlan is a registered investment advisor at Mwa Financial Services, INC., based in Culver City, CA. Yves is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
213 advisors
Number of Clients
2,012 clients
Average Client Portfolio
$318K average
Assets Under Management
$640.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5841-A Uplander Way, Culver City, CA, 90230
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
March 2021Employment History
Current Registrations
Mwa Financial Services, INC.
August 2026 - Present · 2 mos
Mwa Financial Services INC.Broker
July 2026 - Present · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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.
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