Goli Kamangar
Goli Kamangar is a registered investment advisor at Salem Partners Wealth Management, LLC, based in Los Angeles, CA, with 30 years of industry experience. Goli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 43 clients with $1.5B 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable depending on the size and type of account and the services required.
Fee Estimator
Location
11111 Santa Monica Blvd, Suite 2250, Los Angeles, CA, 90025
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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
Goli is the COO and CCO of Salem Partners Wealth Management, dedicating about half of their time to managing operations and compliance. Goli is also an officer/director/authorized signatory for OR Licensing Receivables, Inc. and OR License Deals, LLC, spending minimal time on factoring of receivables.
Employment History
Current Registrations
Salem Partners Wealth Management, LLC
Salem Partners LLCBroker
Previous Registrations
Salem Partners Wealth Management, LLC
Bear, Stearns & CO. INC.Broker
Bear, Stearns Securities CORP.Broker
Thomas Weisel Partners LLCBroker
Nationsbanc Montgomery Securities LLCBroker
Montgomery SecuritiesBroker
Asb Financial ServicesBroker
State Registrations3 states
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.