Fazel Mostashari is a CFP, PFS-designated registered investment advisor at Tlg Advisors, INC., based in Woodland Hills, CA, with 11 years of industry experience. Fazel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B 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 $1.0M | 1.75% |
| $1M+ | 1.00% |
Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.
Fee Estimator
Location
22201 Ventura Blvd, #205, Woodland Hills, CA, 91364
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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 →Other Business Activities
Fazel is the owner and CPA of Mostashari & Co, an accounting business, dedicating full-time hours. He is also an IAR with TLG Advisors, Inc but spends no time on this, and an accounting and tax advisor/partial LLC member at Dentist Nerds Inc, spending a few hours per week.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Mostashar & Associates, Wealth Specialists
Waddell & Reed
Waddell & ReedBroker
Mostashar & Associates, Wealth Specialists
Aig Financial Advisors, INC.Broker
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.
Exams
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