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About KHORSAND MANAGEMENT
KHORSAND MANAGEMENT is a leading financial management firm with a team of experienced and dedicated advisors. With a focus on providing personalized and comprehensive financial services, KHORSAND MANAGEMENT helps clients achieve their financial goals for both their short and long-term needs.
How does the advisor help clients – Key Takeaways:
The advisors at KHORSAND MANAGEMENT offer a wide range of financial services and expertise to help clients make informed and strategic decisions regarding their finances. This includes creating customized financial plans, managing investments, and providing guidance on retirement planning, estate planning, and tax planning.
Key takeaways from working with the advisors at KHORSAND MANAGEMENT include:
- Access to experienced and knowledgeable advisors
- Comprehensive financial planning services
- Tailored and personalized financial strategies
- Assistance with managing investments and reaching financial goals
Facts and Insights
Here are some key facts and insights about KHORSAND MANAGEMENT:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
KHORSAND MANAGEMENT offers a comprehensive range of financial services that cater to the unique needs of each client. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
KHORSAND MANAGEMENT works with a diverse range of clients, including individuals, families, small business owners, and corporations. The firm has the expertise to provide personalized financial strategies for each type of client, recognizing the unique needs and goals of each individual or entity.
Fees & Compensation
At KHORSAND MANAGEMENT, the advisors believe in full transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with the clients’ success. The exact fee structure varies depending on the services and investment strategies chosen by the client.
Background
KHORSAND MANAGEMENT was founded in 2000 by financial expert John Khorsand. With over 20 years of experience in the finance industry, John has built a team of talented and experienced advisors who are committed to providing top-notch financial services to clients. The firm takes a personalized and client-focused approach to financial management, always keeping the clients’ best interests in mind.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures when working with a financial advisor. At KHORSAND MANAGEMENT, the advisors are committed to staying transparent and disclosing any information that may impact their relationship with clients. This includes any past legal or disciplinary actions against the firm, its advisors, or any relevant governing bodies.