Ashkan Afrasiab
Ashkan Afrasiab is a registered investment advisor at Afrasiab Wealth Solutions, LLC, based in Rancho Palos Verdes, CA, with 19 years of industry experience. Ashkan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Afrasiab Wealth Solutions' investment management fees range from 1.00% to 1.75% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are paid in advance each month, based on the market value of assets at the end of the prior month. Fees may be negotiable at the advisor's discretion.
Location
Rancho Palos Verdes, 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 →Other Business ActivitiesSells Insurance
Ashkan is a licensed insurance professional and sells insurance in an individual capacity since 2006. This takes about 10% of his time and approximately 5% of his trading hours per month.
Employment History
Current Registrations
Afrasiab Wealth Solutions, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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