Ava Arjmand is a registered investment advisor at Advocacy Wealth Management, LLC, based in Atlanta, GA, with 15 years of industry experience. Ava operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 1,720 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000 and can reach a maximum of 2% under certain circumstances. Minimum annual fee is $1,000.
Fee Estimator
Location
3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3433
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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
Advocacy Wealth Management, LLC
Previous Registrations
Summit Financial, LLC
Edge Capital Group, LLC
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
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