Pariax Private Wealth Management manages investment portfolios and provides specialized financial services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. Led by Aria Khalili, the firm builds customized investment portfolios using a wrap fee program where all management and trading costs are bundled. Pariax utilizes various analytical methods including fundamental, technical, cyclical, and qualitative analysis, alongside asset allocation strategies like strategic, tactical, and core-satellite investing. In addition to individual investment management, Pariax provides retirement plan consulting services to employer plan sponsors, assisting with asset allocation, portfolio construction, and investment monitoring. The firm operates with a legal obligation to act in your best interest at all times.
Fee Structure
Pariax Private Wealth Management offers investment management through a bundled fee program where all portfolio management and trading costs are included. The brochure does not state a specific percentage fee for individual wrap asset management, but requires a minimum investment of $1,000,000. Financial planning and portfolio monitoring services are provided at no extra cost to clients enrolled in the investment management program.