Michael Soroudi
Michael Soroudi is a CFA-designated registered investment advisor at Digital Asset Investment Management, based in Newport Beach, CA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 229 clients with $76M 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 $100K | 2.50% |
| $100K - $1000K | 2.00% |
| $1M+ | 1.50% |
DAiM reserves the right to charge performance fees on accounts held by qualified clients. The performance-based management fee shall be 30% of the gain in the client’s account above 20% after each calendar quarter.
Fee Estimator
Location
120 Newport Center Drive, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Digital Asset Investment Management
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations7 states
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