Private Wealth Management
1308 Reisling Court
Las Vegas, NV 89144
702.734.1475
Age: 47
Title: Investment Advisor/Owner
Education: Three years at University of Nevada, Las Vegas
Private Wealth Management
1308 Reisling Court
Las Vegas, NV 89144
702.734.1475
Age: 47
Title: Investment Advisor/Owner
Education: Three years at University of Nevada, Las Vegas
Founded firm: September 2005
Advisors in firm: 1
Assets under management: $54 million
Number of households served: 15
Compensation method: fee-only
Fee schedule: Sliding scale ranging from 1.50% for managing accounts up to $500,000, down to 37.5 basis points on fixed income instruments and 50 basis points on equities for largest accounts
Prior work experience: More than 20 years as co-owner of retail chain of high-end women’s clothing stores; Primerica Financial Services; financial advisor with Merrill Lynch and Bank of America
Outside interests: Skiing; golf; Pilates workouts; community service.
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.