AK
CFA
AK
CFA

Aamer Khan

3 Years of Experience
Boston, MA

Aamer Khan is a CFA-designated registered investment advisor at Qualivian Investment Partners, based in Boston, MA, with 3 years of industry experience. Aamer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$14.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Qualivian Investment Partners LP (QIP) offers separately managed accounts for individual clients, with fees negotiated between the parties. Fees may be based on the amount managed or a fixed fee, depending on the client. QIP may waive fees at its discretion.

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Location

Boston, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Qualivian Investment Partners
May 2022 - Present · 4 yrs
State Registrations1 state
MA
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.