Ethan Namvar is a registered investment advisor at Centricity Financial LLC, based in Newport Beach, CA, with 17 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 5 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Client investment management fees are determined in accordance with the above standard fee, with exceptions negotiated on a case-by-case basis at Centricity’s discretion.
Fee Estimator
Location
5000 Birch Street, Suite 3000, Newport Beach, CA, 92660
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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.
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Ethan is a lecturer at UC Berkeley's Haas School of Business for one quarter each year. During that time, he commits a few hours per week to teaching.
Employment History
Current Registrations
Centricity Financial LLC
Previous Registrations
Centricity Financial LLC
Belvedere Asset Management, LLC
Centricity Financial LLC
Hedgemon LLC
Centricity Financial LLC
Hedgemon LLC
State Registrations1 state
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