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Afshin Rahbari

19 Years of Experience
Chicago, IL

Afshin Rahbari is a registered investment advisor at Equity Armor Investments, based in Chicago, IL, with 19 years of industry experience. Afshin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
90 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$171.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1000K2.25%
$1.0M - $10.0M2.00%
$10M+2.00%

Fees are negotiable for accounts over $10,000,000. Certain clients could agree to pay an incentive fee equal to a negotiated percentage of profits.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

318 West Adams Street, 10th Floor, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Afshin advises Madoldnut Productions on balance sheet optimization, dedicating minimal time. He also directs cryptocurrency trading and mining for Tremis, LLC, spending a few hours per week.

Employment History
Current Registrations
Equity Armor Investments
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Rapid Execution Services, LLCBroker
December 2021 - January 2022 · 1 mo
Equity Armor Advisors, LLC
February 2018 - December 2019 · 1 yr 10 mos
Macro Growth Advisors, LLC
January 2017 - December 2019 · 2 yrs 11 mos
Macro Growth Advisors, LLC
January 2017 - December 2017 · 11 mos
Equity Armor Investments
December 2011 - December 2021 · 10 yrs
The Stutland Volatility Group, LLC
December 2011 - December 2017 · 6 yrs
The Stutland Volatility Group, LLC
December 2011 - December 2016 · 5 yrs
The Stutland Volatility Group, LLC
December 2011 - December 2014 · 3 yrs
303 Equity Trading Group II, LLCBroker
April 2011 - September 2011 · 5 mos
Bridge Advisors, INC. DBA Tradingblock Advisors
April 2011 - November 2011 · 7 mos
TradingblockBroker
June 2010 - September 2013 · 3 yrs 3 mos
TD Professional Execution, INC.Broker
October 2005 - January 2006 · 3 mos
TD Securities (USA) LLCBroker
August 2002 - October 2005 · 3 yrs 2 mos
Multi-Bank Securities, INC.Broker
May 1993 - September 1993 · 4 mos
State Registrations1 state
IL
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.
Afshin Rahbari - Financial Advisor | TrueAdvisor