Amar Shah is a CFA, CFP-designated registered investment advisor at Client First Capital, LLC, based in San Diego, CA, with 20 years of industry experience. Amar 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 8 more. Their firm serves 60 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client First Capital offers two investment management services:
- Asset Management: The maximum annual fee is 1.00%, but there is a minimum annual fee of $8,500. Clients with smaller accounts may pay more than 1.00%.
- Comprehensive Portfolio Management: The maximum annual fee is 1.00%.
Contact
Amar Shah
Location
San Diego, 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.
Learn about disclosures →Employment History
Current Registrations
Client First Capital, LLC
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.