Lisa Bacon-Soiberg is a registered investment advisor at Arista Wealth Management, LLC, based in Las Vegas, NV, with 28 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 437 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arista Wealth Management's investment management fee is a percentage of the value of your portfolio, not exceeding 2.0% per year. The exact percentage is negotiable and may vary based on the services provided. Fees are typically deducted directly from client accounts. Friends and family may receive discounted or waived fees. If you invest in private funds through Arista's alternative investment platform, the value of those investments will not be included in the assets used to calculate the fee. There is a $5,000 minimum annual fee.
Location
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148
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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
Arista Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., IncorporatedBroker
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.