Benjamin Hamid-Khani is a registered investment advisor at Havenshare Financial, LLC, based in Dallas, TX, with 13 years of industry experience. Benjamin 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 7 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Havenshare Financial does not have a set fee schedule. Instead, fees are determined based on the unique needs of each client and the services they require. Havenshare Financial generally charges a monthly retainer, which is negotiable and can range from $2,500 to $25,000 depending on the complexity of the engagement and the time required.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Havenshare Financial, LLC
Previous Registrations
AXA Advisors, LLC
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
State Registrations1 state
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.