BG
CFP
BG
CFP

Babak Gahvari

14 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

Fee Structure

Minimum Investment:$750K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1.0M - $2.0M0.01%
$2.0M - $3.0M0.01%
$3.0M - $5.0M0.01%
$5.0M - $7.0M0.01%
$7.0M - $10.0M0.01%
$10.0M - $15.0M0.01%
$15M+0.01%

Lower fees for comparable services can sometimes be available from other sources.

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

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

Get directions

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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Other Business Activities

Babak owns a single-family rental unit and dedicates minimal time to its management. He may offer clients advice or products from Canter Companies, where he may receive commissions.

Employment History
Current Registrations
Canter Wealth
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Pure Financial Advisors, INC.
January 2014 - May 2017 · 3 yrs 4 mos
Dimensional Fund Advisors LP
September 2011 - January 2014 · 2 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Babak Gahvari - Financial Advisor | TrueAdvisor