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Pouya Yadegar

17 Years of Experience
Los Angeles, CA

Pouya Yadegar is a registered investment advisor at Prime Opportunities Investment Group LLC, based in Los Angeles, CA, with 17 years of industry experience. Pouya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $4.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$4.8M average
Assets Under Management
$4.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Qualified investors pay 2% annually. Non-qualified investors pay 3% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2029 Century Park East, Suite 400, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Pouya assists with the management of family-owned properties through Tarzana 5 LLC. This activity requires minimal time each week.

Employment History
Current Registrations
Prime Opportunities Investment Group LLC
May 2008 - Present · 18 yrs
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.