Reza Tabrizi is a registered investment advisor at Scionai, based in Irvine, CA, with 6 years of industry experience. Reza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $490K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ScionAI offers portfolio management services to qualified and retail clients. Fees are negotiable, but the standard fee for qualified clients is 2% of the portfolio and 20% of performance. Retail clients are charged up to 2.99% of the portfolio. There is an early termination fee of 2.99% of the account value if clients terminate the service before one year.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Scionai
State Registrations1 state
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