Kian Nobari is a registered investment advisor at Integrous, based in San Rafael, CA, with 17 years of industry experience. Kian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 4 more. Their firm serves 13 clients with $3.1M 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 | 1.00% |
Fees range from 0.25% to 1.00% annually, with a $1,500 minimum. The client's fee is determined in accordance with the above fee structures, with exceptions negotiated on a case-by-case basis at the Firm’s discretion. Any deviations from the fee structure are based upon a number of factors, including the amount of work involved, the size and complexity of a client’s financial holdings, the amount of assets placed under management, and the attention needed to manage the account.
Fee Estimator
Location
San Rafael, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kian owns Netaria, Inc., offering IT sales and consulting services, dedicating minimal time. He also holds leadership positions in several non-profit organizations and is an adjunct professor at Golden Gate University, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Integrous
Previous Registrations
Pacific West Financial Consultant INC
State Registrations1 state
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