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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 345 clients with $600M 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% |
Adjustments will be made on a pro-rate basis for single transactions involving deposits and/or withdrawals more than $100,000 during the billing period (quarter).
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
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