Hajir Moghaddam
Hajir Moghaddam is a registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 12 years of industry experience. Hajir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
100 Vanguard Blvd, Malvern, PA, 19380
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Regulatory History (1)
Financial
April 2018Other Business Activities
Hajir is the owner, researcher, and creator at Artificial Intelligence Research and Development, LLC, an AI research and development company, since November 2024. This takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
T3 Trading Group, LLCBroker
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.