Pakha Investment Advisory

Fee-Only (% of Portfolio)Fixed/Hourly

Pakha Investment Advisory is a registered investment advisor based in Redlands, California, owned and operated by Page Khalajestani. The firm provides personalized portfolio management on a discretionary basis, utilizing a tactical allocation strategy to reduce risk and enhance performance through exchange-listed securities and real estate partnerships. In addition to managing investments, Pakha Investment Advisory offers comprehensive financial planning, pension plan consulting for employers, educational seminars, and periodic newsletters. The firm tailors its services to individual client objectives and risk tolerances while maintaining a strict focus on objective guidance without acting as a custodian for client funds.

Assets Under Management$13M
Clients23
Advisors1
Avg. per Client$540K
Avg. per Advisor$13M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee of 1.00% applies across all asset levels.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Pakha Investment Advisory - Fees, AUM & Advisors | TrueAdvisor