Ofer Ben-Menahem is a registered investment advisor at L & S Advisors, INC, based in Irvine, CA, with 16 years of industry experience. Ofer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,003 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
L&S Advisors charges a percentage of your portfolio each year for investment management. The rate ranges from 0.25% to 1.50% annually, depending on the size of your portfolio and the complexity of services. Some accounts, including employee accounts, may have different fee schedules based on prior agreements. Fees are negotiable based on factors like account size and related accounts. For Tactical Equity ETF accounts under $25,000, L&S waives its management fee and allocates all funds to SPY, the SPDR S&P 500 ETF Trust.
Location
Irvine, CA
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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.
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Current Registrations
L & S Advisors, INC
Previous Registrations
Rvw Wealth LLC
First Foundation Advisors
Mercer Global Advisors INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
AXA Advisors, 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.