Kaywan Ghazizadeh
Kaywan Ghazizadeh is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Winter Park, FL, with 16 years of industry experience. Kaywan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
Winter Park, FL
Get directionsHistory
Regulatory History (2)
Criminal
April 2003Criminal
April 2002Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, LLC
National Asset Management, INC.
National Securities CorporationBroker
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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