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Hamid Yazarlou

14 Years of Experience
BrokerSells Insurance

Hamid Yazarlou is a registered investment advisor at Horace Mann Investors, INC., based in San Diego, CA, with 14 years of industry experience. Hamid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
69 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Horace Mann Investors offers investment management services through model portfolios managed by third-party firms. The annual fee is a percentage of your portfolio, and the specific rate depends on the model portfolio you choose and the amount you invest. Here are some examples:

  • BNY AdvisorFlex Portfolios:

    • First $500,000: 1.60%
    • $500,001 - $1,000,001: 1.40%
    • Over $1,000,001: 1.20%
  • BNY/American Funds Core Portfolios:

    • First $250,000: 1.30%
    • $250,001 - $500,000: 1.20%
    • $500,001 - $1,000,000: 1.00%
    • $1,000,001 - $5,000,000: 0.95%
    • Over $5,000,000: 0.90%
  • BNY Managed360 Third-Party Strategists Program:

    • First $250,000: 1.60%
    • $250,001 - $500,000: 1.40%
    • $500,001 - $1,000,000: 1.20%
    • $1,000,001 - $5,000,000: 1.15%
    • Over $5,000,000: 1.10%
  • BNY Wealth Start Portfolios:

    • First $250,000: 1.30%
    • $250,001 - $500,000: 1.20%
    • $500,001 - $1,000,000: 1.00%
    • $1,000,001 - $5,000,000: 0.95%
    • Over $5,000,000: 0.90%
  • BNY Asset Allocation Portfolios:

    • First $250,000: 1.60%
    • $250,001 - $500,000: 1.40%
    • $500,001 - $1,000,000: 1.30%
    • $1,000,001 - $5,000,000: 1.20%
    • Over $5,000,000: 1.00%
  • Envestnet Fund Strategist Programs: These portfolios are closed to new investors.

Fees are billed quarterly in advance. Some portfolios may have termination fees if you close the account within the first year.

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Location

835 5th St, #209, San Diego, CA, 92101

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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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Other Business ActivitiesSells Insurance

Hamid is a multiline insurance agent offering auto, property, and supplemental insurance. He also works as a real estate agent for friends and family, dedicating a few hours per week to showing homes and assisting with offers and listings.

Employment History
Current Registrations
Horace Mann Investors, INC.
July 2023 - Present · 2 yrs 9 mos
Horace Mann Investors, INC.Broker
August 2011 - Present · 14 yrs 8 mos
State Registrations6 states
AZCAIDNVTXUT
AdvisorBrokerBoth

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.