Clode Moradi
Clode Moradi is a CFP-designated registered investment advisor at Brilliant Financial Strategies LLC, based in Waco, TX, with 23 years of industry experience. Clode operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $22M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
For accounts under $20,000 the minimum fee will be $300 or 1.5% depending on which is greater. Fees are generally negotiable.
Fee Estimator
Location
Waco, TX
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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 →Other Business ActivitiesSells Insurance
Clode is a member of Ismart, LLC BDA Smartstart Insurance Solutions, an insurance company or agency, since 2019. He provides consulting through BFS related to life, disability, and long-term care insurance, but does not perform daily duties.
Employment History
Current Registrations
Brilliant Financial Strategies LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities INC.Broker
State Registrations2 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.