Alan Charach is a registered investment advisor at Najarian Family Office, LLC, based in Chicago, IL, with 12 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $76M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $25 million. Fixed income fees range from 0.20% to 2.00% and are determined by the type of fixed income and how it was acquired.
Fee Estimator
Location
223 W Jackson Blvd., Suite 500, Chicago, IL, 60606
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Najarian Family Office, LLC
Previous Registrations
Vygr Digital Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David Lerner Associates, INC.Broker
Newport Coast Securities, INC.Broker
Regal Securities, INC.Broker
Blackbook Capital LLCBroker
Olympia Asset Management,ltd.Broker
State Registrations9 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.