Kamyar Kashfi
Kamyar Kashfi is a registered investment advisor at Siebert Advisornxt, LLC., based in Beverly Hills, CA, with 29 years of industry experience. Kamyar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 973 clients with $390M 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% |
Fees are negotiable on a client-by-client basis and total annual fees generally range from 0.25% to 2.5%.
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.
Exams
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