Aire Advisors, LLC

AIRE Advisors, LLC is a financial advisory firm based in Beverly Hills, CA, specializing in providing a wide array of investment advisory services to individuals and various types of clients. Established in 2020, the firm is owned by Amir Monsefi and Sharon Nassir. As a fiduciary, AIRE Advisors always acts in the best interest of clients, offering services such as Comprehensive Wealth Management, AIRE ONE Comprehensive Wealth Management, Cash Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Wealth Management, the maximum annual fee for international clients is 1.50%, while for domestic clients in the US, it is 0.95%. The fee schedule is tiered based on assets under management. AIRE Advisors recommends the custodial services of Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. The firm uses various investment strategies, including Asset Allocation, Fixed Income, Options, Real Estate Investment Trusts (REITs), and Structured Products. AIRE Advisors employs Modern Portfolio Theory and Third-Party Money Manager Analysis in formulating investment advice. Clients must provide investment discretion to the firm, which allows AIRE Advisors to execute transactions and manage portfolios. The firm does not accept proxy authority to vote client securities. AIRE Advisors does not have custody of client funds or securities and does not require prepayment exceeding $1,200. The firm has no financial condition impairing its ability to meet obligations and has not been subject to bankruptcy proceedings.