Doron Kochavi
Doron Kochavi is a registered investment advisor at Carnegie Wealth Management LLC, based in La Canada, CA, with 44 years of industry experience. Doron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 150 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Location
La Canada, CA
Get directionsHistory
Regulatory History (8)
Regulatory
January 2024Customer Dispute
October 2019Employment Separation After Allegations
July 2012Customer Dispute
April 2007Customer Dispute
August 2002Customer Dispute
December 1999Customer Dispute
May 1997Customer Dispute
October 1986Other Business Activities
Doron is a member of Individual Public Storage and an owner of K-Padd4, LLC and Parker Storage, both rental property businesses. These activities are not investment-related.
Employment History
Current Registrations
Carnegie Wealth Management LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Cs First Boston CorporationBroker
Drexel Burnham Lambert IncorporatedBroker
Wedbush Morgan Securities INC.Broker
State Registrations2 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.