Alejandro Darjania is a registered investment advisor at Dunham, based in San Diego, CA. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 12,032 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Dunham offers investment management through separately managed accounts (SMAs). The fees for SMAs range from 0.25% to 1.00% of the assets managed. These fees are negotiable and may vary based on client circumstances, investment strategies, and account size. Dunham may pay a portion of this fee to Dunham Trust Company for custody and portfolio accounting services.
Location
6256 Greenwich Drive, Suite 550, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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State Registrations1 state
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