Amir Navab
Amir Navab is a registered investment advisor at Great Gable Wealth Management, LLC, based in Beverly Hills, CA, with 31 years of industry experience. Amir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 218 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary by client.
Fee Estimator
Location
315 S. Beverly Dr Suite 406, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2024Customer Dispute
November 2020Customer Dispute
September 2013Customer Dispute
September 2009Customer Dispute
April 2008Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Amir is a licensed California insurance agent. He also serves on the Finance/Audit Committee for Valley Community Healthcare, providing free healthcare to low-income families, dedicating minimal time.
Employment History
Current Registrations
Great Gable Wealth Management, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney 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.