Sepehr Hosseini
Sepehr Hosseini is a registered investment advisor at Foundations Investment Advisors LLC, based in Westlake Village, CA, with 36 years of industry experience. Sepehr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
30700 Russell Ranch Rd, Suite 250, Westlake Village, CA, 91362
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
Sepehr is the president of Hoss Retirement and Insurance Services, where he hires agents to sell fixed insurance products, and is an insurance agent for Advisors Excel. He also owns/manages real estate, provides tax preparation services, and advises on deferred sales trusts.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.