Rast Gozeh is a CFA, CFP-designated registered investment advisor at Kassira Wealth Management, LLC, based in Tysons Corner, VA, with 12 years of industry experience. Rast operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 219 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees do not exceed 2% annually and are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
Tysons Corner, VA
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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
Kassira Wealth Management, LLC
Previous Registrations
T. Rowe Price Associates, INC.
T. Rowe Price Advisory Services, INC.
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
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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