Kamran Fotouhi is a CFA-designated registered investment advisor at Kfi Advisors, based in West Palm Beach, FL, with 5 years of industry experience. Kamran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JS Held charges a percentage of your portfolio's value each year for investment management. The specific rate depends on the size of your portfolio, but the brochure does not specify the exact rates. Contact JS Held for more information.
Location
West Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kamran is a Managing Director at JS Held, a consulting firm focused on the financial services industry, dedicating a few hours per week during trading hours. He also holds two passive investment properties under the names of Damavand 320 33rd LLC and 2706 Poinsettia Avenue LLC.
Employment History
Current Registrations
Kfi Advisors
Previous Registrations
Wachovia Securities, LLC
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.