Kameron Barzegar is a registered investment advisor at Rj Patterson Group, based in San Diego, CA, with 4 years of industry experience. Kameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 189 clients with $130M 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Advisory fees may be negotiated.
Fee Estimator
Location
402 West Broadway, Suite 2600, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rj Patterson Group
State Registrations1 state
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