GN
CFA
GN
CFA

Ghazaleh Nekui

6 Years of Experience
Seattle, WA

Ghazaleh Nekui is a CFA-designated registered investment advisor at Corient, based in Seattle, WA, with 6 years of industry experience. Ghazaleh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
659 advisors
Number of Clients
26,586 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$165.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.

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

1910 Fairview Ave N, Suite 200, Seattle, WA, 98102

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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
Corient
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Columbia Pacific Wealth Management
August 2022 - August 2023 · 1 yr
Morgan Stanley
August 2019 - June 2022 · 2 yrs 10 mos
Morgan StanleyBroker
August 2019 - June 2022 · 2 yrs 10 mos
State Registrations1 state
WA
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.
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