AZ
CFP · ChFC
AZ
CFP · ChFC

Arrash Bruce Zare

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
2,771 clients
Average Client Portfolio
$423K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.62%
$5M+0.50%

Fees are negotiable.

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

3061 E. La Palma Ave., Anaheim, CA, 92806

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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

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
February 2025 - Present · 1 yr
Osaic Wealth, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Chatterton & Associates
June 2022 - December 2024 · 2 yrs 6 mos
LPL Financial LLCBroker
July 2021 - June 2022 · 11 mos
LPL Financial LLC
July 2021 - June 2022 · 11 mos
Waddell & Reed
June 2018 - July 2021 · 3 yrs 1 mo
Waddell & ReedBroker
June 2018 - July 2021 · 3 yrs 1 mo
Foresters Advisory Services, LLC
January 2018 - June 2018 · 5 mos
Foresters Financial Services, INC.Broker
May 2016 - June 2018 · 2 yrs 1 mo
State Registrations14 states
ARAZCACOFLIDMNNVNYORTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.