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Amir Kiani

2 Years of Experience
Tucson, AZ
Broker

Amir Kiani is a registered investment advisor at Centaurus Financial, INC., based in Tucson, AZ, with 2 years of industry experience. Amir is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
442 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 S. Church Avenue, Suite #2130, Tucson, AZ, 85701

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amir uses Elevate Wealth Management, LLC for branding purposes only. He also works as a real estate agent for Keller Williams Southern Arizona, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Centaurus Financial, INC.
September 2024 - Present · 2 yrs 1 mo
Centaurus Financial, INC.Broker
July 2024 - Present · 2 yrs 3 mos
State Registrations8 states
ARAZCACOFLHINMUT
AdvisorBrokerBoth

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.
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