Khurshed Sharifov
Khurshed Sharifov is a registered investment advisor at Charles Schwab & CO., INC., based in Kennewick, WA, with 22 years of industry experience. Khurshed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1408 N. Louisiana, Suite 100, Kennewick, WA, 99301
Get directionsHistory
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 Activities
Khurshed is involved in several business activities, including K&I Wealth Management, Solar Spirits Distillery, Prospere Ventures LLC, Zodiac Holdings LLC, Washington State University advisory board, and two real estate holding companies. These activities each take about 10-20% of Khurshed's time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Century Securities Associates INC
Century Securities Associates, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations42 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.