Arrash Zare is a CFP, ChFC-designated registered investment advisor at Chatterton & Associates, based in Anaheim, CA, with 9 years of industry experience. Arrash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.3B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3061 E. La Palma Ave., Anaheim, CA, 92806
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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 →Other Business ActivitiesSells Insurance
Arrash is an insurance agent selling life insurance, disability, and long-term care policies, dedicating about 10-20% of his time to this activity. He also works full-time as a financial advisor with Chatterton and Associates, a hybrid RIA.
Employment History
Current Registrations
Chatterton & Associates
Osaic Wealth, INC.Broker
Previous Registrations
Chatterton & Associates
LPL Financial LLCBroker
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations14 states
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