Kambiz Mahdavi
Kambiz Mahdavi is a registered investment advisor at K Financial Services, LLC, based in Los Angeles, CA, with 20 years of industry experience. Kambiz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Los Angeles, CA
Get directionsHistory
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 ActivitiesSells Insurance
Kambiz is a sole proprietor and insurance agent selling fixed insurance products since 2017. This activity takes about a quarter of Kambiz's time.
Employment History
Current Registrations
K Financial Services, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Royal Alliance Associates, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
New England SecuritiesBroker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Cal Fed InvestmentsBroker
Morgan Stanley Dw INC.Broker
Quest Capital Strategies, INC.Broker
Pacific Continental Securities CorporationBroker
Chadwick Financial Group, 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.