Tehrani Wealth Management offers investment advisory services, including comprehensive portfolio management, which includes financial planning and consulting. They work with clients to understand their financial situation, goals, and risk tolerance, and then propose an investment approach. They manage client accounts, review them regularly, and rebalance or adjust them as needed. They primarily use exchange traded funds, mutual funds, individual stocks or bonds, or other securities.
Assets Under Management$82M
Clients23
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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