Parvin Manuchehri is a CFP-designated registered investment advisor at Clarity Wealth Advisors, based in San Jose, CA, with 25 years of industry experience. Parvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 342 clients with $730M 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Family member accounts living in the same household may be combined to reach breakpoints.
Fee Estimator
Location
2160 the Alameda, Suite A, San Jose, CA, 95126
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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 →Employment History
Current Registrations
Clarity Wealth Advisors
Previous Registrations
Consilium Wealth Management
Lexington Investment Counsel
Ycmnet Advisors
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations3 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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