Amir Tavakol is a registered investment advisor at California Capital Management, based in Burbank, CA, with 6 years of industry experience. Amir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 352 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
California Capital Management offers investment management through a wrap fee program. The fees for this program are bundled, meaning you won't pay extra for individual trades. The firm also provides retirement plan consulting services to employer plan sponsors, with fees not exceeding 1.50% of plan assets. The specific fee arrangement is determined on a case-by-case basis.
Location
2520 West Olive Avenue, Suite 300, Burbank, CA, 91505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
California Capital Management
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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