Amin Khakiani

Fee-Only (% of Portfolio)Fixed/Hourly

Amin Khakiani Ltd provides investment management services to individuals and institutions. The firm creates and manages portfolios based on clients' individual needs and goals, using a mix of individual stocks, mutual funds, and exchange-traded funds. Client assets are allocated among various investments taking into consideration the overall management style selected by the client.

Assets Under Management$19M
Clients34
Advisors1
Avg. per Client$570K
Avg. per Advisor$19M

Fee Structure

Investment management only (planning not offered)

Amin Khakiani Ltd charges a percentage of the total value of your investments each year, ranging from 1% to 2%. This fee is billed at the beginning of each calendar quarter for the prior quarter. The fee covers the management of your investments.

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Location

1 Advisors at this firm