Farzad Khoshnoodi is a registered investment advisor at Stryker Financial, based in Reno, NV, with 21 years of industry experience. Farzad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 68 clients with $13M 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 $1.8M | 0.85% |
| $1.8M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable. For assets held by Plan Provider chosen by the Employer of the client (Fidelity; Vanguard...) is 0.50%.
Fee Estimator
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
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 ActivitiesSells Insurance
Farzad sells health insurance products for multiple companies, including Golden Rule - United Health Group, AGLA Life, and EBCA. The time commitment varies depending on the number of policies, and Farzad earns commissions from these insurance companies.
Employment History
Current Registrations
Stryker Financial
Previous Registrations
Waddell & Reed, INC.
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.