A complete list of active advisors currently associated with Amin Khakiani

Warmer can help you find a great advisor at Amin Khakiani or one who fits your needs even better.

The firm provides discretionary investment advisory and portfolio management services to individual investors and to selected institutions, including charitable organizations and foundations. It reports approximately $19.3 million in regulatory assets under management and serves a small client base from a single advisory office. The firm's investment approach centers on diversified asset allocation implemented through individual equities, no-load and load-waived mutual funds, and exchange-traded funds across U.S. and international equity, fixed income, real estate, and natural resources sectors. Security selection is informed by publicly available research and third-party sources, accounts are usually managed on a discretionary basis under client-specific investment policies, and portfolios are formally reviewed quarterly. Distinctive features include a solo ownership and operating structure with the sole adviser responsible for regular monitoring and quarterly account reviews, a profile that is uncommon among peer firms. The firm generally charges fees based on a percentage of assets under management (fees are negotiable and billed quarterly), does not charge performance-based fees, recommends Charles Schwab as custodian, and does not act as an adviser to private funds.

To learn more about the advisors currently working at Amin Khakiani, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.