Rafay Khalid
Rafay Khalid is a CFA-designated registered investment advisor at Solomon and Associates LLC, based in Irvine, CA, with 4 years of industry experience. Rafay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $11M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees may be subject to negotiation.
Fee Estimator
Location
Irvine, CA
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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
Rafay works as a Senior Industry Analyst at GCS Risk Management full-time since 2012, writing proprietary risk reports. He is also an LLC member for TR Marine Florida LLC and AIC-Insure America LLC, dedicating minimal time to each.
Employment History
Current Registrations
Solomon and Associates LLC
State Registrations1 state
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