Shahab Khavarani
Shahab Khavarani is a registered investment advisor at Charles Schwab & CO., INC., based in Santa Monica, CA, with 28 years of industry experience. Shahab operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
826 Wilshire Blvd., Santa Monica, CA, 90401-1810
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 Activities
Shahab works as an In-Home Supportive Services (IHSS) provider, offering support and help for the elderly. This activity takes about 10-20% of his time and occurs outside of market hours.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations19 states
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