AA
AA

Alireza Asayesh

5 Years of Experience
San Carlos, CA

Alireza Asayesh is a registered investment advisor at Sea Breeze Analytics, based in San Carlos, CA, with 5 years of industry experience. Alireza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.50%
$200K+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Carlos, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alireza is a self-employed integrated circuit electronic consultant, dedicating a few hours per week to this activity. This work is not investment-related and occurs outside of securities trading hours.

Employment History
Current Registrations
Sea Breeze Analytics
June 2020 - Present · 5 yrs 11 mos
State Registrations1 state
CA
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.
Alireza Asayesh - Financial Advisor | TrueAdvisor