Jirayr Kembikian is a CFP-designated registered investment advisor at Citrine Capital, based in San Francisco, CA, with 13 years of industry experience. Jirayr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 127 clients with $280M in assets under management.
Compensation
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Fee Structure
Citrine Capital charges an annual fixed dollar fee for investment management and comprehensive financial planning. The fee, determined upfront, generally ranges from $7,000 to $90,000 based on the client’s net worth. The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.
Contact
Jirayr Kembikian
Location
535 Mission St, 14th Floor, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Citrine Capital
Previous Registrations
Ameritas Investment CORP
State Registrations1 state
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Additional Information
Citrine Capital is a boutique, fee-only, San Francisco-based financial planning and wealth advisory firm committed to helping Gen X and Gen Y families, tech professionals and small business owners thrive.