Vahanian & Associates Financial Planning Inc

Vahanian & Associates Financial Planning Inc. is a registered investment adviser established in 1986, offering investment advisory services and financial planning to clients. The firm provides discretionary investment management services based on a percentage of assets under management. Clients can also engage in financial planning and consulting services on a separate fee basis. Vahanian tailors its services to each client's needs, considering factors like risk tolerance and investment objectives. The firm primarily allocates client assets among mutual funds, ETFs, individual equities, and fixed income securities. Clients engaging Vahanian for investment services pay a non-negotiable annual fee of 1.25% of assets under management. Vahanian recommends Osaic Wealth, Inc. as the broker-dealer for client assets. The firm does not participate in wrap fee programs and does not accept performance-based fees. Vahanian's investment strategies include long-term and short-term purchases, with a focus on fundamental analysis. The firm discloses potential risks associated with different types of investments, such as market risk, credit risk, and interest rate risk. Vahanian does not have any disciplinary actions and does not compensate individuals for client referrals. The firm emphasizes transparency and client communication, conducting ongoing account reviews and providing regular statements. Clients have the option to grant Vahanian investment discretion, allowing the firm to make investment decisions on their behalf. Vahanian does not vote client proxies and does not solicit fees far in advance. The firm maintains financial stability and is committed to acting in the best interests of its clients.