Ehsan Asgari
Ehsan Asgari is a registered investment advisor at Beverly Hills Financial Planners, LLC, based in Sherman Oaks, CA, with 4 years of industry experience. Ehsan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BHFP charges a percentage of your portfolio annually for investment management services, ranging from 0.50% to 1.50%. The specific rate is stated in your advisory agreement and may be negotiable. Fees are paid quarterly in advance, based on the value of your portfolio at the end of the previous quarter.
Location
14724 Ventura Boulevard, Suite 800, Sherman Oaks, CA, 91403
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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 →Other Business ActivitiesSells Insurance
Ehsan has been an insurance agent since 2016, focusing on life, health, and annuity products. This activity takes up a full-time commitment during trading hours, operating under Asgari Insurance Services since 2018.
Employment History
Current Registrations
Beverly Hills Financial Planners, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
State Registrations1 state
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.