Chris Varjabedian is a registered investment advisor at Lake Avenue Financial LLC, based in Woodland Hills, CA. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 273 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Avenue Financial charges up to 1.75% of your portfolio per year for investment management. The exact fee is negotiable and will be stated in your client agreement. This fee is deducted from your account monthly or quarterly, either in advance or after the period, depending on your agreement.
Location
21550 W Oxnard Street, Fl 3, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chris is the President & CEO and an accountant at VAR Accounting Group since 2018. He dedicates nearly full-time hours to this business, including time during securities trading hours.
Employment History
Current Registrations
Lake Avenue Financial LLC
State Registrations1 state
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