Fidelity: How AIRE Advisors worked with Fidelity to go independent
BOLD MOVES: How AIRE Advisors worked with Fidelity to go independent
With the goal of putting clients first and doing it their way, Amir Monsefi and his long-time colleague decided to start an RIA--and selected Fidelity as the custodian to help make it happen.
About AIRE Advisors
AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.
Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.
Contact:
AMIR MONSEFI,
CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO
888-688-AIRE