Vila, LLC

CRD#307186
Investment Advisor Firm

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Overview

Vila, LLC is a financial advisory firm headquartered in Los Angeles, California. The company oversees $100.0 million in assets under management across one client account. It has a small team of five employees, all of whom are financial advisors. Vila, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, bonds and stocks.

Vila, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that transaction judgments are made by an investment advisor without needing the customer's consent. The firm administers an average of $100.0 million for each client account. An average financial advisor at Vila, LLC manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.

The company's headquarters is located at 11601 Wilshire Blvd,, Los Angeles, California 90025. It is registered to provide services to clients in the state of California.

Assets Under Management

$100.0 million

Number of Advisors

5

Disclosures

No

Office Location

11601 Wilshire Blvd,
Los Angeles, CA 90025

Vila, LLC by the Numbers

Total Assets Under Management

$100.0 million

National Average: $3.7 billion
Total Number of Employees

5

National Average: 29
Total Number of Accounts

1

National Average: 2,073
Average Account Size

$100.0 million

National Average: $1.8 million

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Fee Structure

A financial advisor's fees typically are based on which services the firm provides the client. Fees charged by the company most likely include any combination of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The firm caters to pooled investment vehicles. Vila, LLC's biggest client group is pooled investment vehicles. None of the firm's customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Vila, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA