Aenon Wallace
Aenon Wallace is a registered investment advisor at Navy Federal Investment Services, LLC, based in Norfolk, VA, with 21 years of industry experience. Aenon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
7979 Hampton Blvd, Norfolk, VA, 23505
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Regulatory History (1)
Judgment / Lien
January 2024Other Business Activities
Aenon is an officer in the Navy Reserve since 2004, dedicating about 10% of his time. This activity is not investment related.
Employment History
Current Registrations
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 states
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.