Ala Smochinsky is a registered investment advisor at M Holdings Securities, INC., based in Timonium, MD, with 8 years of industry experience. Ala operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ala is a Director at The L. Warner Companies, Inc., where she establishes and services accounts, executes money movement, monitors client requests, prepares reports, and executes trades, dedicating full-time hours to this role. She also works as a Property Manager for Casablanca West Apartments, handling property administration, rent collection, tenant screening, and advertising, which takes about a quarter of her time.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
The L. Warner Companies, INC
Previous Registrations
Four Points Capital Partners LLCBroker
Finestone Partners
Niagara International Capital LimitedBroker
State Registrations1 state
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