Kamyar Kashfi
Kamyar Kashfi is a registered investment advisor at Siebert Advisornxt, LLC., based in Beverly Hills, CA, with 28 years of industry experience. Kamyar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
9464 Wilshire BLVD, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Kamyar is a dual employee working full-time as an Investment Advisor Representative for Siebert AdvisorNxt, LLC, an investment advisory firm. His time is split roughly 50/50 between this role and his work at Muriel Siebert & Co., LLC.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
Previous Registrations
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Kennedy, Cabot & CO.Broker
State Registrations36 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.