Mazi Malekafzali
Mazi Malekafzali is a registered investment advisor at Afzali Investments, LLC, based in Rolling Hills Estates, CA, with 6 years of industry experience. Mazi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Afzali Investments charges an annual management fee for investment management services, ranging from 1.5% to 2% of your portfolio. The fee is determined by factors such as the amount of assets managed, account composition, and the complexity of the engagement. Fees are assessed quarterly, in arrears. Fees may be negotiable. The use of margin may increase the asset-based fee.
Location
609 Deep Valley Drive, Suite 200, Rolling Hills Estates, CA, 90274
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Afzali Investments, LLC
State Registrations1 state
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