NP
NP
Nishan Partamian
30 Years of Experience
Los Angeles, CA
1 Disclosure
Nishan Partamian is a registered investment advisor at Trinity Asset Management CO., based in Los Angeles, CA, with 30 years of industry experience. Nishan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 121 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
121 clients
Average Client Portfolio
$855K average
Assets Under Management
$103.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Minimum quarterly fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
545 So. Figueroa Street, Suite 1233, Los Angeles, CA, 90071
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2023Final
Employment History
Current Registrations
Trinity Asset Management CO.
December 2003 - Present · 22 yrs 5 mos
Previous Registrations
Marks, Mcbroom Securities, INC.Broker
July 2001 - December 2003 · 2 yrs 5 mos
First Union Securities Financial Network, INC.Broker
February 1996 - September 2001 · 5 yrs 7 mos
State Registrations1 state
CA
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.