Omar Nasir is a registered investment advisor at Pierpont Investment Group, LLC, based in Ontario, CA, with 19 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 33 clients with $16M 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% |
Fees may be negotiable at the discretion of Pierpont.
Fee Estimator
Location
3200 Guasti Road, Suite 100, Ontario, CA, 91761
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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 →Employment History
Current Registrations
Pierpont Investment Group, LLC
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
State Registrations1 state
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