Abdullah Safdari is a registered investment advisor at Simplicity Wealth, based in Encino, CA, with 6 years of industry experience. Abdullah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
6345 Balboa Blvd Bldg 4 Suite 175, Encino, CA, 91316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Abdullah is the Founder and President of N.A.C.P.E. Inc., where he sells insurance and annuities, and College Planning Experts, where he provides college planning and financial aid consulting; these activities each take nearly full-time. Abdullah is also President and co-partner of La Michoacana Authentic Ice Cream Parlor, Inc., spending minimal time on this venture.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Lifepro Asset Management
State Registrations1 state
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