Brian Altounian
Brian Altounian is a registered investment advisor at Vanderbilt Advisory Services, based in Calabasas, CA, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.
Fee Estimator
Location
5000 Parkway Calabasas Suite 202, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (2)
Regulatory
January 2015Judgment / Lien
January 2012Employment History
Current Registrations
Vanderbilt Advisory Services
Previous Registrations
Vanderbilt Securities, LLCBroker
Miramontes Capital, 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.
Exams
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