Elias Hakimian
Elias Hakimian is a registered investment advisor at Crystal Cove Asset Management, based in Newport Beach, CA, with 24 years of industry experience. Elias 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 76 clients with $90M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
620 Newport Center Drive, Suite 1100, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (3)
Regulatory
April 2021Employment Separation After Allegations
May 2019Customer Dispute
April 2019Other Business Activities
Elias is a consultant for Coastal Realty, providing real estate consulting, evaluation, and analysis. He is also a partial owner of CEEK Holdings LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Crystal Cove Asset Management
Previous Registrations
Crystal Cove Asset Management
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.