Aryan Shabestary is a registered investment advisor at Navalign, LLC, based in Encino, CA. Aryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 716 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navalign charges a fee based on a percentage of your assets for managing your investments. The maximum annual fee will not exceed 1.25%. If Navalign uses a third-party money manager, the combined fee will not exceed 2.50%. Fees are billed quarterly or monthly in advance. There is a minimum annual fee of $4,000 for the asset management service, but this may be waived.
Location
15910 Ventura Blvd, Suite 1605, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Navalign, LLC
State Registrations1 state
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