Abdullah Safdari is a registered investment advisor at Simplicity Wealth, based in Encino, CA, with 6 years of industry experience. Abdullah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B 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 | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
6345 Balboa Blvd Bldg 4 Suite 175, Encino, CA, 91316
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abdullah is the Founder and President of N.A.C.P.E. Inc., where he sells insurance and annuities, and College Planning Experts, where he provides college planning and financial aid consulting; these activities each take nearly full-time. Abdullah is also President and co-partner of La Michoacana Authentic Ice Cream Parlor, Inc., spending minimal time on this venture.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Lifepro Asset Management
State Registrations1 state
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
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