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Fanar Nissan

Advisor at Akkadian Wealth LLC

Updated today

Firm

Akkadian Wealth LLC

Location

Scottsdale, AZ 85260

Credentials

Series 63, Series 66

Industry experience

9 years

About

Fanar Nissan is a financial advisor at Akkadian Wealth LLC in Scottsdale, AZ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, JP Morgan Securities, Valic Financial Advisors, and Merrill Lynch. Akkadian Wealth is an independent investment adviser providing discretionary asset management, wealth planning, and consulting services to individuals, high-net-worth clients, and small businesses. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis to create tailored asset allocations with regular reviews and rebalancing.

Client services

Based on Akkadian Wealth LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Akkadian Wealth LLC

Active portfolio management Options & derivatives strategies Wealth management

Fee options

Fixed

Comprehensive financial plans $1,000 - $5,000, negotiable based on complexity

Percentage

$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% More than $50,000,000+: 0.30%

Commissions

Insurance commissions from sale of life, disability, health, and long-term care insurance

Project-based

$500 per hour

Other

Fee-only: Wealth planning fixed fees from $1,000 to $5,000; hourly fees $500/hour; fixed project fees negotiable

Location

8350 E. Raintree Dr. Ste 245

Scottsdale, AZ 85260

Most active in

Arizona

Work history

Akkadian Wealth LLC

2022 - Present (4 years)

JPMorgan Chase BAnk, N.A.

2019 - 2022 (3 years)

JP morgan securities, LLC

2019 - 2022 (3 years)

Valic Financial Advisors

2018 - 2019 (1 year)

Merrill

2017 - 2018 (1 year)

BANK of AMERICA, N.A.

2017 - 2018 (1 year)

UnEmployed

2017 - 2017 (1 year)

Merrill

2016 - 2017 (1 year)

Unemployed

2016 - 2016 (1 year)

SoundView capital

2013 - 2016 (3 years)

5993815

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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