Amir Golzar
Amir Golzar is a registered investment advisor at Vestech Asset Management INC., based in Saint Louis, MO, with 9 years of industry experience. Amir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2019Other Business Activities
Amir is a partner in two e-commerce businesses, ANE Supply LLC and MAG Supply LLC, dedicating minimal time to each. He also owns Golzar Investment Group LLC, a state-registered investment advisor, and spends about 10-20% of his time managing client investments.
Employment History
Current Registrations
Vestech Asset Management INC.
Vestech Securities, INC.Broker
Vestech Securities, INC.
Golzar Investment Group LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations3 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.