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Shawn Tehrani
40 Years of Experience
Phoenix, AZ
1 Disclosure
Shawn Tehrani is a registered investment advisor at Tehrani Wealth Management, LLC, based in Phoenix, AZ, with 40 years of industry experience. Shawn 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 23 clients with $82M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$82.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4742 N 24th STREET, SUITE 300, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
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Criminal
February 1983Final Disposition
Employment History
Current Registrations
Tehrani Wealth Management, LLC
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2005 - December 2010 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
July 2003 - December 2010 · 7 yrs 5 mos
Prudential Securities IncorporatedBroker
February 2001 - July 2003 · 2 yrs 5 mos
UBS Painewebber INC.Broker
January 1986 - March 2001 · 15 yrs 2 mos
State Registrations1 state
AZ
Advisor
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.
Exams
No exam information available for this advisor.