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Ara Abrahamian

23 Years of Experience
Bethesda, MD

Ara Abrahamian is a registered investment advisor at Divergent Planning, based in Bethesda, MD, with 23 years of industry experience. Ara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 268 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
268 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$423.1M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.55%
$500K - $1000K1.30%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.75%
$3M+0.65%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6701 Democracy Blvd., Suite 300, Bethesda, MD, 20817

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Divergent Planning
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
H. Beck, INC.
May 2010 - February 2017 · 6 yrs 9 mos
H. Beck, INC.Broker
May 2010 - February 2017 · 6 yrs 9 mos
Ameriprise Financial Services, INC.
May 2003 - June 2010 · 7 yrs 1 mo
Ameriprise Financial Services, INC.Broker
March 2003 - June 2010 · 7 yrs 3 mos
Ids Life Insurance CompanyBroker
March 2003 - July 2006 · 3 yrs 4 mos
State Registrations3 states
LAMDTX
Advisor

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.

Exams
No exam information available for this advisor.
Ara Abrahamian - Financial Advisor | TrueAdvisor