AB
CFP
AB
CFP

Arslan Bahler

8 Years of Experience
San Diego, CA

Arslan Bahler is a CFP-designated registered investment advisor at Altura Wealth Advisors INC., based in San Diego, CA, with 8 years of industry experience. Arslan 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, Insurance Planning, and 2 more. Their firm serves 400 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
400 clients
Average Client Portfolio
$423K average
Assets Under Management
$169.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.15%
$3.0M - $5.0M1.05%
$5.0M - $10.0M0.90%
$10M+0.75%

Management Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Diego, CA

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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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Employment History
Current Registrations
Altura Wealth Advisors INC.
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Qualified Planning
October 2019 - December 2020 · 1 yr 2 mos
Qualified Planning
February 2018 - December 2019 · 1 yr 10 mos
State Registrations1 state
CA
Advisor

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.