Sam Namiri is a registered investment advisor at Ridgewood Investments, based in Beverly Hills, CA, with 7 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 268 clients with $350M 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 under certain circumstances, at the sole discretion of Ridgewood.
Fee Estimator
Location
9465 Wilshire Boulevard, 3rd Floor, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ridgewood Investments
State Registrations1 state
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