Page Khalajestani is a registered investment advisor at Pakha Investment Advisory, based in Redlands, CA, with 15 years of industry experience. Page operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 37 clients with $13M 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
1255 W. Colton Ave., Redlands, CA, 92374
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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 Activities
Page is an owner, painter, and artist at Paintings Pakha Paintings since 2011. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Pakha Investment Advisory
Previous Registrations
Profectus Wealth Management
Integrated Asset Management, LLC
Mason & Associates, INC.
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.