Naumdar Akhavan is a CFA-designated registered investment advisor at Valkyrie Private Wealth Management, based in Ammon, ID, with 19 years of industry experience. Naumdar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 17 clients with $46M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,001.
Fee Estimator
Location
Ammon, ID
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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 Activities
Naumdar is an investment advisor and provides portfolio management of discretionary accounts through Summit Wealth and Retirement Partners, dedicating full-time hours to this role. He is also a registered representative of Mutual Securities, Inc.
Employment History
Current Registrations
Valkyrie Private Wealth Management
Previous Registrations
Summit Wealth and Retirement Partners
Mutual Securities, INC.Broker
Summit Wealth and Retirement Partners
Morgan Stanley
Morgan StanleyBroker
Neuberger Berman LLCBroker
Neuberger Berman LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.