SM
ChFC
SM
ChFC

Shahab Maslehati

5 Years of Experience
Greenwood Village, CO

Shahab Maslehati is a ChFC-designated registered investment advisor at Seed Money Consulting, based in Greenwood Village, CO, with 5 years of industry experience. Shahab operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 25 clients with $4.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$168K average
Assets Under Management
$4.2M

Fee Structure

Seed Money Consulting offers investment management services where they make investment decisions for you. To use this service, you must authorize them to deduct their fees directly from your investment account. The fee covers their management and certain transaction charges. More details are available in their wrap fee brochure. They also offer ad-hoc investment strategy meetings for $250-$300 per session.

Loading...

Location

8400 E Prentice Avenue, Suite 1500, Greenwood Village, CO, 80111

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Seed Money Consulting
September 2020 - Present · 5 yrs 8 mos
State Registrations1 state
CO
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.