| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable, and all clients do not pay the same fee rates.
1801 Dove Street, Newport Beach, CA, 92660
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Feroz is registered as an investment advisor for Compak Asset Management and a registered representative for Compak Securities, Inc. He also works as a lecturer at the UCI School of Business, teaching college courses for about 10-20% of his time.