Susan Sajjadi

Westpark Capital, INC.

36 Years of Experience

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Firm Information

Westpark Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

234 clients

Average Client Portfolio

$203K average

Assets Under Management

$47.6M

Fee Structure

Financial Plan Fee:$150 - $7,500

Financial planning fees range from $150 to $7,500 per plan, depending on complexity. Consulting fees are based on the type of consulting offered (one-time, ongoing, hourly, or flat rate) and are negotiable. Annual asset-based fees range from 0.25% to 2.75% of assets managed. Management fees are exclusive of brokerage commissions, transaction fees, and other related costs. You may cancel your agreement within five days of execution and receive a full refund.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Advisor Information

Office location

2030 Main Street, Suite 210, Irvine, CA, 92614

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Regulatory History (3)

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