Shayan Mozaffar is a registered investment advisor at 10x10y LLC, based in Dallas, TX, with 4 years of industry experience. Shayan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
10x10y LLC offers two investment management fee schedules:
- For clients who do not meet the definition of "qualified client," the annual fee is 2.00% of the value of your portfolio, calculated and collected daily.
- For clients who meet the definition of "qualified client" and maintain a minimum account balance of greater than $1,100,000, the annual fee is 1.00% of the value of your portfolio, calculated and collected daily, plus a performance fee of 15% of the profits, calculated and collected annually. The performance fee is subject to a high-water mark and three-year lookback period.
Fees are negotiable and may be waived for employees and their family members.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shayan is an adjunct professor at Columbia Business School, teaching a course on Advanced Investment Research. He also runs 10x10y Productions LLC, a production company related to his course, dedicating minimal time to it.
Employment History
Current Registrations
10x10y LLC
State Registrations2 states
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