NZ
CFA
NZ
CFA

Narges Zamani

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
211 clients
Average Client Portfolio
$865K average
Assets Under Management
$182.6M

Fee Structure

Planning is included in investment management

Pactolus provides investment advisory services through a wrap fee program. Please refer to the Pactolus Wrap Fee Program Brochure for fee information. Pactolus also facilitates the establishment of self-directed retirement funds for an initial fee of $750, and an ongoing annual fee of $150 for administrative support. These accounts are also subject to the asset-based fee schedule in the Wrap Fee Program Brochure.

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Location

8614 Westwood Center Drive, Suite 620, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Narges is the COO of Pactolus Private Wealth Management, LLC and Pactolus Capital Partners, dedicating full-time hours to the former. She also serves as an advisory board member for Acansa Investment Management and Enquire Knowledge Expert Platform, spending minimal time on each.

Employment History
Current Registrations
Pactolus Capital PartnersBroker
July 2015 - Present · 10 yrs 8 mos
Pactolus
November 2014 - Present · 11 yrs 4 mos
State Registrations7 states
CADCILMDNYTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.