Sharon Nassirzadeh
Sharon Nassirzadeh is a CFP-designated registered investment advisor at Aire Advisors, LLC, based in Beverly Hills, CA, with 31 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 369 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for amounts over $25,000,000. Maximum fee for international clients is 1.50%. Maximum fee when using Third Party Managers is 2.00%.
Fee Estimator
Location
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Sharon is a limited partner in 2510 Bronson Ave LLC, which is purchasing a duplex for a real estate flip. She spends minimal time on this investment-related activity.
Employment History
Current Registrations
Aire Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Kennedy, Cabot & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.