Anoushavan Bogharyan is a registered investment advisor at Coast Village Group, based in Santa Barbara, CA, with 1 years of industry experience. Anoushavan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Minimum quarterly fee of $2,500, which can be waived. Fees are negotiable.
Fee Estimator
Location
Santa Barbara, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anoushavan is the owner of Coast Village Group CPAs, an accounting firm, since September 2024. He works about half of his time as a CPA, filing tax returns, doing bookkeeping, and tax planning, with minimal time during securities trading hours.
Employment History
Current Registrations
Coast Village Group
State Registrations1 state
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