Jamshid Kekobad
Jamshid Kekobad is a registered investment advisor at Grant Private Wealth Management, based in Pleasanton, CA, with 11 years of industry experience. Jamshid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 211 clients with $200M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees are for Equity/Blended allocation. For Fixed Income only, the fees are: First $999,999: 1.00%; Next $1,000,000 - $2,999,999: 0.90%; Next $3,000,000 - $4,999,999: 0.80%; Next $5,000,000 - $9,999,999: 0.70%; Over $10,000,000: Negotiable. Annual fee may be negotiable.
Fee Estimator
Location
4683 Chabot Drive, Suite 101, Pleasanton, CA, 94588
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2017Employment History
Current Registrations
Grant Private Wealth Management
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Ameritas Investment CORP.Broker
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.