Danial Fereydani
Danial Fereydani is a registered investment advisor at Ae Wealth Management, LLC, based in Beverly Hills, CA, with 9 years of industry experience. Danial operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B 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 | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
Beverly Hills, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2019Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
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.
Exams
More Advisors
- Shyan Ardalan, CFPMorgan Stanley
- Vladislav Madatov, CFPMorgan Stanley
- Jeffrey Smith, CFPWells Fargo Advisors
- Howard Borris, ChFCBorris Nii & Company
- Marguerite Rangel, ChFCPark Avenue Securities LLC
- Rodney Chu, CFPJ.P. Morgan Securities LLC