Sohrab Mirzabeigifini is a CFP-designated registered investment advisor at Atlas, based in San Diego, CA, with 10 years of industry experience. Sohrab operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 48 clients with $150M 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 | 1.50% |
Fees are negotiable and typically range between 0.50% and 1.50% per year depending on account size and complexity.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
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 →Employment History
Current Registrations
Atlas
Previous Registrations
Northwestern Mutual Investment Services, 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.
Exams
More Advisors
- Diane Bienke, CFPJ.P. Morgan Securities LLC
- Carter Watson, CFA, CFPFelspar Financial
- Gabriel Adams, CFPCreative Planning
- Matthew Luckham, CFPLPL Financial LLC
- Brett Pernicano, CFA, CFP, ChFCCorient
- Brian Hebert, CFPCorient