Bahram Khafajizadeh
Bahram Khafajizadeh is a registered investment advisor at LPL Financial LLC, based in Simi Valley, CA, with 9 years of industry experience. Bahram is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2643 Tapo Canyon Road, Simi Valley, CA, 93063
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2024Other Business Activities
Bahram is a joint owner with his brother in a primary residence and rents out the guest house. He also operates under two DBAs for his LPL business and sells cars as a hobby, and owns a child daycare business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations26 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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