TrueAdvisor
TrueAdvisor
BS
BS

Bahram Shidoosh

Shidoosh Wealth Management LLC
30 Years of Experience
Thousand Oaks, CA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Bahram Shidoosh is a registered investment advisor at Shidoosh Wealth Management LLC, based in Thousand Oaks, CA, with 30 years of industry experience. Bahram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $12M in assets under management.

Shidoosh Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$12.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Thousand Oaks, CA

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Denied
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bahram is an insurance agent with Shidoosh Wealth Management LLC, dedicating about half of his time to this role. He is also a realtor with Fathom Realty, spending about 10-20% of his time on real estate services.

Employment History
Current Registrations
Shidoosh Wealth Management LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Unionbanc Investment Services, LLCBroker
September 2016 - January 2019 · 2 yrs 4 mos
Unionbanc Investment Services, LLC
September 2016 - January 2019 · 2 yrs 4 mos
Morgan StanleyBroker
March 2013 - October 2016 · 3 yrs 7 mos
Morgan Stanley
March 2013 - October 2016 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - March 2013 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - March 2013 · 2 yrs 1 mo
Wells Fargo Advisors, LLC
July 2009 - January 2011 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
June 2009 - January 2011 · 1 yr 7 mos
Charles Schwab & CO., INC.
January 2003 - July 2009 · 6 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 1999 - July 2009 · 10 yrs 6 mos
Waterhouse Securities, INC.Broker
July 1996 - January 1999 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
May 1995 - June 1996 · 1 yr 1 mo
Pruco Securities CorporationBroker
February 1995 - April 1995 · 2 mos
State Registrations5 states
CAFLIDSDTX
Advisor

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.

Exams
No exam information available for this advisor.
More financial advisors in Thousand Oaks, CA →All financial advisors in California →
Bahram Shidoosh - Financial Advisor | TrueAdvisor