Amirreza Kayyal is a CFP-designated registered investment advisor at Fusion Financial, based in Laguna Hills, CA, with 19 years of industry experience. Amirreza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 29 clients with $2.9M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K+ | 1.50% |
Fusion Financial does not negotiate its management fee, but does offer discounts to select friends, employees and family.
Fee Estimator
Location
23276 S. Pointe Dr. Suite 111, Laguna Hills, CA, 92653
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
Amirreza is the 100% owner of Fusion Financial, a real estate and mortgage brokerage, since 2007. He spends a few hours per week during and after trading hours prospecting home sellers and buyers, demoing properties, finalizing transactions, and originating mortgages.
Employment History
Current Registrations
Fusion Financial
Previous Registrations
Fusion Financial
Quest Capital Strategies, INC.
Newport Coast Asset Management
Metlife Securities INC.
State Registrations1 state
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.