AK
ChFC
AK
ChFC

Alaeddin Kharazmi

13 Years of Experience
Marietta, GA
Sells Insurance

Alaeddin Kharazmi is a ChFC-designated registered investment advisor at Cigx, LLC, based in Marietta, GA, with 13 years of industry experience. Alaeddin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 103 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
103 clients
Average Client Portfolio
$408K average
Assets Under Management
$42.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.60%
$3M+0.50%

Fees are negotiable for accounts in excess of $3 million.

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

2130 Kingston Court, Suite A, Marietta, GA, 30067

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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 ActivitiesSells Insurance

Alaeddin is a real estate broker with Dependable Realty Co. He is also an insurance broker since 1993, selling term, universal, and health insurance, and files income taxes for family and friends since 1975.

Employment History
Current Registrations
Cigx, LLC
January 2013 - Present · 13 yrs 4 mos
State Registrations1 state
GA
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.
Alaeddin Kharazmi - Financial Advisor | TrueAdvisor