Soleyman Forouzan is a CFA-designated registered investment advisor at Cogent Capital Group, based in Marina Del Rey, CA, with 22 years of industry experience. Soleyman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $76M 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 $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for amounts over $2 million. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Marina Del Rey, 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.
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Soleyman provides commercial property management services through Mind Span Inc. He also owns commercial real estate through Forouzan Brothers LP, dedicating minimal time to this business.
Employment History
Current Registrations
Cogent Capital Group
Previous Registrations
Cogent Capital Group
State Registrations2 states
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