Avi Gorasia is a registered investment advisor at Compak Asset Management, based in Newport Beach, CA. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,069 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Clients referred through Fidelity Wealth Advisor Solutions pay a quarterly rate of 0.25% on all assets below $2,500,000.
Fee Estimator
Location
1801 Dove Street, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compak Asset Management
State Registrations2 states
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