Avi Shah is a registered investment advisor at Hoxton Wealth, based in Dubai, with 5 years of industry experience. Avi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,378 clients with $800M 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 | 1.75% |
Ongoing advisory fee is up to 1.75% for asset management accounts and up to 1.50% for UK pension accounts. Passive portfolios include an additional 0.10% to 0.25% portfolio management fee. Fees are negotiable.
Fee Estimator
Location
11 & 30th Floor, the One Tower, Sheikh Zayed Road, Dubai
Get directionsHistory
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 Activities
Avi is an investment advisor at Hoxton Capital Management FZE in Dubai, providing financial services and promoting investment opportunities. This activity takes about half of Avi's time.
Employment History
Current Registrations
Hoxton Wealth
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
More Advisors
- Bradley HamiltonHoxton Wealth