Narriman Haddad-Diep
Narriman Haddad-Diep is a registered investment advisor at Value Resources Financial Group, LLC, based in Norco, CA, with 3 years of industry experience. Narriman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1741 Third Street, Norco, CA, 92860
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
Narriman is involved with a CPA tax advisory firm. The filing does not specify the nature or time commitment of this activity.
Employment History
Current Registrations
Value Resources Financial Group, LLC
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.