Tehrani Wealth Management is an investment advisory firm based in Phoenix, Arizona, that has been in business since 2010. Owned and operated by Shawn H. Tehrani, the firm offers comprehensive portfolio management, which includes both asset management and financial planning consulting. Tehrani Wealth Management works with individuals, high net worth clients, trusts, estates, and charitable organizations. The firm takes time to understand each client's financial situation, goals, and risk tolerance before proposing a customized investment approach utilizing exchange-traded funds, mutual funds, individual stocks, bonds, or other securities. Once an investment plan is agreed upon, accounts are established or transferred, and Tehrani Wealth Management provides ongoing monitoring and regular reviews at least quarterly. The firm operates on a non-discretionary basis, meaning clients must approve trades before they are executed. Tehrani Wealth Management does not participate in wrap fee programs and focuses on providing personalized investment strategies tailored to each client's needs.
Fee Structure
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 on a pro-rata annualized basis. Fees are generally not negotiable.