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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,395 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.
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.