Dari Rachedi
Dari Rachedi is a registered investment advisor at Nwf Advisory Services INC, based in Laguna Niguel, CA, with 36 years of industry experience. Dari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
Laguna Niguel, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dari is the CEO of Rachedi Financial Group Inc. (DBA Selective Insurance Services), selling various insurance products, and a financial advisor for NWF Advisory Group and Artisan Capital Partners, providing financial advice and asset management. These activities take up about half of Dari's time each.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Mutual Service CorporationBroker
Raymond-Martin Financial INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Baraban Securities, INC.Broker
State Registrations3 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.