Jennifer Akhlaghi
Jennifer Akhlaghi is a CFP-designated registered investment advisor at Root Financial Partners, based in Los Angeles, CA, with 19 years of industry experience. Jennifer 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, High Net Worth, and 3 more. Their firm serves 858 clients with $2.1B 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% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Client relationships are subject to a minimum annual advisory fee of $10,000.
Fee Estimator
Location
2121 Avenue of the Stars, Suite 800, Los Angeles, CA, 90067
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
Jennifer is a California insurance agent doing business as "Rood Financial," offering sales of fixed insurance since 2007. Time spent on this activity is as required.
Employment History
Current Registrations
Root Financial Partners
Rood Financial, LLC
Previous Registrations
Global Financial Advisory Services, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Morgan Stanley Dw INC.Broker
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.