Imran Thanvi
Imran Thanvi is a registered investment advisor at Total Wealth Solutions, based in Los Altos, CA, with 26 years of industry experience. Imran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 82 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.80% to 1.50% annually and are negotiable.
Fee Estimator
Location
146 Main Street, Suite 201, Los Altos, CA, 94022
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Imran operates his LPL business under the DBA Total Wealth Solutions since 2004. He also provides investment advisory services through Total Wealth Solutions Inc, an independent RIA, dedicating nearly full-time hours to this activity. Imran also owns rental real estate properties, spending minimal time on them.
Employment History
Current Registrations
Total Wealth Solutions
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Citicorp Investment ServicesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
State Registrations12 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.