Sevak Khachatoorian is a registered investment advisor at Up&up Capital, INC., based in Glendale, CA, with 4 years of industry experience. Sevak operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fee Estimator
Location
127 South Brand Blvd, Suite 232, Glendale, CA, 91204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sevak is the President and Commodity Trader for Minor To Major Capital, Inc., dedicating about half of his time to this role. He also manages an import-export business (NAAB LLC) and works as an in-home health care provider, spending minimal time on each of these activities.
Employment History
Current Registrations
Up&up Capital, INC.
State Registrations1 state
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