Amir Lozani
Amir Lozani is a registered investment advisor at The Wealth Consulting Group, based in San Diego, CA, with 24 years of industry experience. Amir is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B 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 | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA, 92108
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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
Amir operates The Wealth Consulting Group as a DBA for LPL business and is a registered investment advisor hybrid through WCG Wealth Advisors, LLC. Amir also works as a broker for Click2Bind Insurance Services, Inc., selling health, life, dental, vision, LTC, and P&C insurance products, dedicating about a quarter of their time during securities trading.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations3 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.
Exams
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