Angelo Talebi
Angelo Talebi is a registered investment advisor at Beverly Hills Financial Planners, LLC, based in Sherman Oaks, CA, with 32 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BHFP charges a percentage of your portfolio annually for investment management services, ranging from 0.50% to 1.50%. The specific rate is stated in your advisory agreement and may be negotiable. Fees are paid quarterly in advance, based on the value of your portfolio at the end of the previous quarter.
Location
14724 Ventura Boulevard, Suite 800, Sherman Oaks, CA, 91403
Get directionsHistory
Regulatory History (43)
Customer Dispute
January 2025Customer Dispute
April 2024Customer Dispute
March 2024Customer Dispute
November 2023Customer Dispute
August 2022Customer Dispute
August 2020Customer Dispute
January 2020Customer Dispute
September 2019Customer Dispute
January 2019Customer Dispute
September 2017Customer Dispute
August 2017Customer Dispute
June 2017Customer Dispute
March 2017Employment Separation After Allegations
September 2016Customer Dispute
August 2016Customer Dispute
July 2016Customer Dispute
February 2016Customer Dispute
December 2015Customer Dispute
December 2015Regulatory
December 2015Customer Dispute
November 2015Customer Dispute
October 2015Customer Dispute
September 2015Customer Dispute
September 2015Customer Dispute
August 2015Customer Dispute
July 2015Customer Dispute
March 2015Customer Dispute
February 2015Customer Dispute
September 2014Customer Dispute
September 2014Customer Dispute
April 2014Customer Dispute
March 2014Customer Dispute
August 2013Customer Dispute
June 2013Customer Dispute
April 2013Customer Dispute
January 2013Customer Dispute
July 2012Customer Dispute
February 2012Customer Dispute
February 2012Customer Dispute
May 2011Customer Dispute
October 2009Customer Dispute
February 2003Customer Dispute
August 1995Other Business ActivitiesSells Insurance
Angelo is a CA insurance agent for fixed insurance sales since 1979, dedicating about a quarter of his time to this activity. He also owns Angelus Media Group, a media and film production company, taking about 10% of his time, and hosts weekly radio and TV shows, each taking minimal time.
Employment History
Current Registrations
Beverly Hills Financial Planners, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Quest Capital Strategies, INC.Broker
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.