Akbar Torbat is a registered investment advisor at Investek Company, based in Anaheim, CA, with 8 years of industry experience. Akbar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 44 clients with $10M 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 | 1.00% |
Fee Estimator
Location
Anaheim, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akbar teaches post-retirement as a lecturer in the Department of Economics and Statistics at California State University, Los Angeles. He originally began teaching in 1989.
Employment History
Current Registrations
Investek Company
State Registrations1 state
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