Shahab Tabatabai is a registered investment advisor at S & L Financial Management, based in Walnut, CA, with 3 years of industry experience. Shahab 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, and 1 more. Their firm serves 2 clients with $680K 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 $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Walnut, CA
Get directionsHistory
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 →Other Business Activities
Shahab is a real estate broker managing all aspects of real estate transactions since 2013, dedicating minimal time to this activity. He also serves as a director for God's Pantry, a non-profit food pantry, and manages aspects of its operations.
Employment History
Current Registrations
S & L Financial Management
State Registrations1 state
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.