Omid Eftekhari
Omid Eftekhari is a CFA-designated registered investment advisor at Towneley Capital Management, INC., based in Laguna Hills, CA, with 16 years of industry experience. Omid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 240 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are negotiable at the firm's discretion. Accounts below $500,000 are subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653
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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 →Employment History
Current Registrations
Towneley Capital Management, INC.
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Roth Capital Partners, LLCBroker
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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