NM
NM

Nathan Mescobi

1 Year of Experience
Beverly Hills, CA

Nathan Mescobi is a registered investment advisor at Aire Advisors, LLC, based in Beverly Hills, CA, with 1 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 369 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
369 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.95%
$2.0M - $10.0M0.65%
$10.0M - $20.0M0.45%
$20.0M - $25.0M0.25%
$25M+0.25%

Fees are negotiable for amounts over $25,000,000. Maximum fee for international clients is 1.50%. Maximum fee when using Third Party Managers is 2.00%.

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

Location

9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Aire Advisors, LLC
September 2024 - Present · 1 yr 7 mos
State Registrations1 state
CA
Advisor

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.
Nathan Mescobi - Financial Advisor | TrueAdvisor