Marjan Boor
Marjan Boor is a registered investment advisor at Lifetyme Financial Advisors, LLC, based in Scottsdale, AZ, with 4 years of industry experience. Marjan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
Fees are negotiable based on asset amount and model portfolio chosen. Matson Money charges an additional 0.50% annual fee through underlying funds, bringing total combined fees to 1.49%.
Fee Estimator
Location
14362 N. Frank Lloyd Wright Blvd., Suite 1240, Scottsdale, AZ, 85260
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 ActivitiesSells Insurance
Marjan is the CEO/CTO of AZIG LLC, focusing on IT, software, and marketing, dedicating about 20% of their time. Marjan also works as an insurance agent for both AZIG LLC and LifeTyme Financial Group, LLC, and is a board member for Anahita.
Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
State Registrations2 states
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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