Nick
Nejad
Kcs Wealth Advisory
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About this Advisor
Nick Nejad is a chartered financial analyst working in Los Angeles, California with 6 years of relevant experience. Nejad is on the advisory team at Kcs Wealth Advisory. Over the course of their career, Nejad has held roles at Kcs Wealth Advisory, Hotchkis & Wiley Capital Management and Del Rey Global Investors. Nejad is registered to operate in California. Kcs Wealth Advisory is a business based in Los Angeles, CA. It has $350 million in assets under management among its 954 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 954 client accounts, 35% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Kcs Wealth Advisory likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kcs Wealth Advisory Brokerage Details
$349,656,033
8
954
$366,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Nick Nejad Work History
Nick has been registered as a financial advisor for 6 years.*
Kcs Wealth Advisory
Hotchkis & Wiley Capital Management
Del Rey Global Investors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nick Nejad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kcs Wealth Advisory
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Edmonds, WA
Sherman Oaks, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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