◈ Homepage — http://www.aireadvisors.com/Skip to Content HOME SERVICES APPROACH TRANSPARENCY TEAM INSIGHTS CONTACT CLIENT LOGIN We are proud to be recognized by our community throughout the years. WHO WE SERVE & WHAT WE DO We offer comprehensive services to meet the needs of individuals and families, business owners and entrepreneurs, corporate executives, sports and entertainment professionals, and international clients. Wealth Management Entrepreneur Solutions Corporate Cash Management Sports and Entertainment AIRE International AIRE One EVERYTHING WE DO BEGINS WITH A PROMISE Advise. Innovate. Realize. Empower. We advise with clarity and integrity, grounding decisions in your values and goals. Our guidance is transparent and strategic, giving you confidence at every step. We innovate with approaches that anticipate change and create opportunity. From tax planning to private investments, we bring creativity and precision to keep you ahead. We realize your vision for wealth, success, and security by turning plans into progress. Whether reaching milestones or preparing for the future, we bring your goals to life. We empower you, your family, and future generations through education, succession, and legacy planning, building knowledge, stability, and opportunity that last. EVOLVE WITH US. Contact Us Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Select Language​▼ ◈ Interior Pages — 28 pages crawledAIRE News & Events | Discover Latest Financial Insights — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN NEWS & EVENTS Amir Monsefi 4/23/26 Amir Monsefi 4/23/26 InvestmentNews Best Financial Planners 2026 Read More Amir Monsefi 3/24/26 Amir Monsefi 3/24/26 Visionaries, Business by LA Times Studios Read More Amir Monsefi 2/25/26 Amir Monsefi 2/25/26 InvestmentNews Top Financial Professionals 2026 Read More Amir Monsefi 2/18/26 Amir Monsefi 2/18/26 Los Angeles Business Journal 2026 Women of Influence Honoree Read More Amir Monsefi 11/12/25 Amir Monsefi 11/12/25 InvestmentNews Hot List 2025 Read More Amir Monsefi 9/24/25 Amir Monsefi 9/24/25 $100M Club: Top Female Advisors 2025 Read More Amir Monsefi 9/23/25 Amir Monsefi 9/23/25 AIRE Advisors is named a finalist in the ThinkAdvisor 2025 Luminaries Awards for Thought Leadership and Education. Read More Amir Monsefi 8/22/25 Amir Monsefi 8/22/25 Los Angeles Business Journal Leaders of Influence in Banking and Finance: Amir Monsefi Read More Amir Monsefi 8/18/25 Amir Monsefi 8/18/25 AIRE Advisors Ranked in AdvisorHub 250 RIAs to Watch for Third Year in a Row Read More Amir Monsefi 8/17/25 Amir Monsefi 8/17/25 Sharon Nassir #12 on AdvisorHub Women Advisors to Watch 2025 Read More Amir Monsefi 12/18/24 Amir Monsefi 12/18/24 Sharon Nassir on the LA Times Studios’ 2024 Inspirational Women Magazine Read More Amir Monsefi 12/18/24 Amir Monsefi 12/18/24 Congratulations to Lily Mossayi, Private Client Associate at AIRE Advisors, for passing the Series 65 exam! Read More Amir Monsefi 9/19/24 Amir Monsefi 9/19/24 Sharon Nassir and Amir Monsefi Present at the Marcus Evans Private Wealth Management Summit in Beverly Hills. Read More Amir Monsefi 9/11/24 Amir Monsefi 9/11/24 AIRE CEO Amir Monsefi on Panel at The World Knowledge Forum in Korea with Wall Street Legend, Jim Rogers Read More Amir Monsefi 8/22/24 Amir Monsefi 8/22/24 AIRE Advisors Live Event: An Evening of Real Estate Insights with Nuveen Real Estate’s Global COO Read More Amir Monsefi 6/28/24 Amir Monsefi 6/28/24 AIRE Advisors Selected as One of the Top RIAs to Watch by AdvisorHub for Second Year in a Row! Read More Amir Monsefi 5/21/24 Amir Monsefi 5/21/24 AIRE Advisors Unveils AIRE One: A Comprehensive Family Office Concierge Service Read More Amir Monsefi 12/6/23 Amir Monsefi 12/6/23 Canvas Rebel – Meet Sharon Nassir Read More Amir Monsefi 12/1/23 Amir Monsefi 12/1/23 Bold Journey – Meet Philip Fessler Read More Amir Monsefi 7/17/23 Amir Monsefi 7/17/23 100 RIAs To Watch Read More Older Posts Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Disclaimer | Learn More Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN  Disclaimer 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. Fidelity Institutional SM and Fidelity Investments (together “Fidelity”) is an independent company, unaffiliated with AIRE Advisors. Fidelity is a service provider to AIRE Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by AIRE Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered trademark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Schwab is a registered broker-dealer, and is not affiliated with AIRE Advisors or any advisors whose names appear on this Website. AIRE Advisors is independently owned and operated. Schwab neither endorses nor recommends AIRE Advisors. Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with AIRE Advisors under which Schwab provides AIRE Advisors with services related to your account. Schwab does not review the AIRE Advisors Websites, and makes no representation regarding the content of the Websites. The information contained in the AIRE Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy AIRE One | Explore Wealth Solutions Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN Our bespoke comprehensive family office concierge service manages every aspect of your family's wealth, providing expertise in planning, administration, and overall management. Recognizing the unique challenges that ultra-high-net-worth families encounter, we deliver an exclusive standard of service and resources tailored to meet your specific needs.  This service is tailored to families with investable assets of $25 million or more. Wealth Planning and Advisory Assessment and articulation of goals Goals-based financial planning at the family and individual level Structuring of assets and investments to aid in tax planning Retirement income planning Concentrated equity strategies Wealth Management and Investment Services Establishing risk profile, time horizon and investment objectives Global asset allocation and investment strategy All-encompassing investment advice on all investments, both public and private Real estate services and advisory Concierge Services Hand-Selected Experts Accountants and CPAs Bookkeeping and bill pay Estate and tax planning Concierge travel services Complete family support and much more Business Development and Succession Planning Succession planning at the onset of each new business Introduction to mergers & acquisitions firms and investment banks as needed Stock options and restricted stock strategies Charity and Philanthropy Services Philanthropic planning and strategy Collaboration with specialists to set up appropriate structures Liability Planning and Management Margin or securities-backed lending Support with lenders of all types – from residential and commercial real estate to acquisition of yachts, aircraft and more International Estate and Tax Planning Support Support with estate and tax planning Introduction to attorneys, tax specialists and other experts Insurance Services Life, long-term-care and disability insurance planning Evaluation of existing policies Family Meetings and Governance Services Intergenerational planning Family education and mentoring For more information: AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA® Co-Founder, CEO Chief Investment Officer Contact Amir Book a Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Disclosures | Learn More Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN  Disclosures Form CRS - AIRE Advisors 02.09.26 Form ADV Part 2A 02.09.26 Privacy Policy - Final 03.10.2023 Form ADV Part 2B - Amir Monsefi 02.06.26 Form ADV Part 2B - Balfoure Brenes 02.26.26 Form ADV Part 2B - Daniel Ebert 02.26.26 Form ADV Part 2B - James Naify 02.26.26 Form ADV Part 2B - Kristina Downing 02.26.26 Form ADV Part 2B - Lily Mossayi 02.26.26 Form ADV Part 2B - Nathan Mescobi 02.26.26 Form ADV Part 2B - Neil Unger 04.23.26 Form ADV Part 2B - Philip Fessler 02.26.26 Form ADV Part 2B - Sharon Nassir 02.26.26 Form ADV Part 2B - Simone Liu 02.26.26 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. This website is solely for informational purposes. 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. AIRE Advisors, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.   Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Education Center | Enhance Your Financial Knowledge — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN EDUCATION CENTER Visit our channel for more videos . READ OUR WHITE PAPERS Amir Monsefi 1/16/25 Amir Monsefi 1/16/25 HSA: Health account with a powerful wealth-building benefit Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Volatile markets: A chance to clean up portfolios and retirement strategies. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Volatile markets: Don’t rely on headlines for guidance on when to invest.  Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 The value of advice. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Understanding market downturns. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Stick with your plan … even when the markets get sticky. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Making sense of Medicare’s parts. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 SECURE Act 2.0 Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Riding the wave of the 60/40 portfolio. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Remember: Recoveries have rewarded patience.  Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 How rebalancing can reduce your risk. Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Rebalancing: The diversification defense Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Partner preparedness assessment Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Market volatility resources Read More Amir Monsefi 1/19/24 Amir Monsefi 1/19/24 Market risk and reward Read More Older Posts Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Team — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN ADVISOR RETIREMENT FOR ADVISORS CONSIDERING RETIREMENT: INTRODUCING THE AIRE LIFETIME PENSION PLAN We believe in caring for our advisors' success as much as they do. Our unique approach includes crafting personalized succession plans that cater to your distinctive needs and aspirations.  Emphasizing a lifetime payout structure, we go beyond standard support, ensuring that our advisors receive financial stability and recognition for their dedication to their careers throughout retirement.  Whether you plan to retire in 2 years or 20 years, The AIRE Lifetime Pension Plan will provide you with retirement income from your book of clients – for the rest of your life , as long as clients choose to remain at AIRE for service.  As with everything we do at AIRE Advisors, our succession plan is customized to you. We will help you partner with our other advisors to create a seamless experience for you and your clients, and management will be involved in every step to ensure a successful transition. We will create a customized retirement package that will compensate you generously for the rest of your life, including options for period certain, joint life, and more. Come and talk to us about one of the strongest retirement packages in the industry! For more information: AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA® Co-Founder, CEO Chief Investment Officer Contact Amir Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy About — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN TRANSPARENCY OUR COMMITMENT At AIRE Advisors, our commitment to our clients goes beyond traditional wealth advisory.  The foundation of AIRE was laid with a vision to provide comprehensive and holistic advice, with transparency both to our process and to our fee structure. We are dedicated to being a partner by your side and a fiduciary who always acts in your best interest. We believe that education is key to long-term investing success, so we will regularly provide simple, easy-to-understand, and engaging information to you on an ongoing basis. Our goal is to empower you through education, instill confidence in your financial future, and safeguard and enhance your wealth, while uncovering growth opportunities.  PRICING Wealth Management Our firm generally requires a minimum account balance of $500,000 for our Comprehensive Portfolio Management service. The first $2 million 0.95% The next $8 million 0.65% The next $10 million 0.45% The next $5 million 0.25% Above $25 million Custom AIRE One Our firm generally requires a minimum account balance of $25,000,000 for our AIRE One Comprehensive Wealth Management Service.  Pricing is at a fixed dollar amount, customized to each client, based upon the asset level and scope of work. Corporate Cash Management Our firm generally requires a minimum account balance of $3,000,000 for our Cash Management service. Flat percentage 0.22% AIRE International Custom pricing up to 1.5%, based on the complexity and scope of work. Insurance Commission-based, paid by insurance companies. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Team — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN WHY JOIN AIRE AIRE Advisors was created by and for financial advisors who are focused solely on the best interest of their clients, and who aspire to serve clients in a fee-only structure that avoids the conflict of interest inherent in a commission compensation model. We pride ourselves on an exceptionally friendly and team-oriented culture of people who care about each other and work well together.  Our management team cares as much about your success and your career as you do, and this is not a statement we make lightly. Our primary goal is not profit maximization, but client satisfaction, advisor satisfaction, and employee satisfaction.  At AIRE, advisors are empowered with the freedom to advise clients on all aspects of their financial lives - not just stocks and bonds, but also their real estate, 401k, art, and all other outside assets.  We offer a high payout and an exceptional family-like workplace environment, full of mutual support, individual attention, coaching, and development in creating a process to serve your clients effectively, efficiently, and comprehensively. OUR VALUE PROPOSITON: Advise on all assets everywhere, including real estate, 401k and more. Fee-only structure removes conflicts of interest inherent in a commission model. Transparent and innovating pricing – can charge either a flat dollar annual fee or a percentage fee. The best of both worlds: not only do we provide everything you need to run your practice (state-of-the-art systems and software, office space, compliance, systems, investment research, coaching, marketing, complete staff and support), but we also create an instant team behind you, working hard for your clients and your success. Extremely competitive payouts, from 50%-80%. 1099 structure. International business capabilities – with more than 100 countries throughout the world. Entrepreneurial environment where you are involved with the direction of the overall business. Practice management coaching and efficient processes. Lead generation at the firm level through events, marketing, outside referral sources and more. Group healthcare available. SAY GOODBYE TO BUREAUCRACY. No more… Variances based on an individual account – we look at a client’s entire balance sheet, giving you the freedom to customize for your clients. Bureaucratic note-taking: our notes are geared to what is important to the client, not a corporation. Checklist for things that take your time and don’t serve clients. Lengthy approval processes. Canned marketing or client communication.  We create real, timely and impactful content for clients. Cookie-cutter trading and rules.  We manage the entire asset allocation for a client – not just to any single account. 2 phones: our systems are designed to allow you to use your own phone and remain compliant. Payout reduction for lower production, lower value households, or anything else.​ Contact Amir to have a confidential conversation: AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA® Co-Founder, CEO Contact Amir Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy About — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN TRANSPARENCY OUR COMMITMENT At AIRE Advisors, our commitment to our clients goes beyond traditional wealth advisory.  The foundation of AIRE was laid with a vision to provide comprehensive and holistic advice, with transparency both to our process and to our fee structure. We are dedicated to being a partner by your side and a fiduciary who always acts in your best interest. We believe that education is key to long-term investing success, so we will regularly provide simple, easy-to-understand, and engaging information to you on an ongoing basis. Our goal is to empower you through education, instill confidence in your financial future, and safeguard and enhance your wealth, while uncovering growth opportunities.  PRICING Wealth Management Our firm generally requires a minimum account balance of $500,000 for our Comprehensive Portfolio Management service. The first $2 million 0.95% The next $8 million 0.65% The next $10 million 0.45% The next $5 million 0.25% Above $25 million Custom AIRE One Our firm generally requires a minimum account balance of $25,000,000 for our AIRE One Comprehensive Wealth Management Service.  Pricing is at a fixed dollar amount, customized to each client, based upon the asset level and scope of work. Corporate Cash Management Our firm generally requires a minimum account balance of $3,000,000 for our Cash Management service. Flat percentage 0.22% AIRE International Custom pricing up to 1.5%, based on the complexity and scope of work. Insurance Commission-based, paid by insurance companies. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy CONTACT Clients — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN INSPIRE YOUR FUTURE Let us hear how we can help expand your opportunities.   We do not share your information or use it for solicitation. Your submission is solely for contact purposes. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Wealth Management | Optimize Your Wealth Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN WEALTH MANAGEMENT Working as your financial and life hub, we help you preserve, transfer and accumulate wealth from one generation to the next. We customize our comprehensive services to your situation and needs. Concentrated Equity Strategies Charitable Giving Trust Services Life, Disability and Long-term Care Insurance Advice on Assets Held Away, including Real Estate, 401(k) and more Next-Generation Financial Education and Management Wealth Planning Investment Management Retirement Planning Credit Cash Management Trust and Estate Planning Family Governance Tax Loss Harvesting Strategies A LOOK AT LEGACY Today more than 80 percent of millionaires in the United States are first generation. Yet the retention of this wealth through generations has been problematic; it is estimated that in more than 70 percent of families, this wealth has disappeared by the second generation, and in more than 90 percent of families by the third.  For generational wealth to grow, families need to develop and share their legacy goals. We work with families across generations to facilitate conversations about their legacy wishes and help create clarity and confidence that they will be met. For more information: SHARON NASSIR, CPFA, AWMA®, CFP® Co-Founder, President Chief Compliance Officer Contact Sharon Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy About — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN TRUST THE PROCESS OUR INVESTMENT PHILOSOPHY We believe that no two clients are the same. Accordingly, we do not invest using cookie-cutter models, or place trades across all accounts with the click of a button.  Instead, we manage every portfolio one client at a time, customizing not only our approach, but our execution, to each client individually. While some in the industry argue that this process is inefficient, to us, success is not achieved through trading efficiency, but through true customization.  We believe that most public markets are quite efficient and have factored in virtually all information and predictions. Therefore, we invest by managing risk, planning and understanding the importance of asset allocation rather than by predicting or listening to the latest hot news stories. At the heart of our investment philosophy is the belief that if you are on track to meet your financial goals, you should invest more conservatively and manage losses rather than take too much risk to strive for greater returns. Our investment approach starts and ends with you. We customize our approach and decisions solely on your goals, needs and mindset. We educate you on the true nature of investing, ignoring hyped misinformation and instead understanding how your behavior can impact finances to help you avoid financial stress and pitfalls. Our AIRE 7-Step Process is an extension of our philosophy, and is designed with  your   peace of mind …in mind. THE AIRE 7-STEP PROCESS 1: Introduction & Why AIRE First, we will meet and get to learn all about you, your finances, and your specific goals. We will share all the details about our processes, fee structure, and give you educational resources that are easy to understand and access. We are a fee-only firm and we advise on all assets globally, so matter what your goals are, we strive to help you achieve them. 2: Discovery Next, we will get into the details of your finances and where you picture yourself financially in the future. This means identifying your life and financial goals, determining your desired retirement age, estimating the required amount of funds needed for you to retire, allocating your income into specific accounts, compiling a list of all your assets and liabilities, and understanding a full picture of you and your family. 3: Financial Plan Presentation The presentation of your financial plan involves assessing your progress towards achieving your goals. If you're on track, we'll explore how far ahead you are and identify your cushion. Alternatively, if adjustments are needed to align with your objectives, we'll discuss strategies to help you reach your financial goals. We will also review the allocation of all of your investment assets everywhere – not just those under our management – and will advise you accordingly. 4: Plan Implementation Once we have the big picture plan, we need to put it in action. The goal is to create a tailored and personalized strategy that aligns precisely with your individual circumstances and objectives. 5: Ongoing Monitoring and Support We provide continued monitoring and support by regularly reviewing your portfolio and tax management strategies throughout the course of the year. We engage in continuous research into stock and bond markets, alternative investments, and more. Monthly update calls are scheduled as needed, and clients have around-the-clock emergency access to us. Calendar year activities include handling tax reporting, managing retirement plan contributions and distributions, and addressing other pertinent financial matters. 6: Ongoing Education We believe that investor behavior is one of the biggest drivers of investing success or failure. As such, we believe that education is key to long-term success.  As our client, you will receive simple and engaging content to help you understand our process and your portfolio. Through our YouTube channel , monthly educational newsletter, quarterly client events and more, we invite you to join us in a thoughtful and compelling dialog to guide you through the ups and downs of global markets. 7: Annual Review Your comprehensive annual review – scheduled for the same month each year and held in-person or via video conference (your choice) – will include thorough portfolio updates, a family meeting involving the next generation when appropriate, a review of your goals and life vision, key educational topics, and most importantly, a presentation of your fully-updated financial plan. From there, we take your new plan of action, rebalance your portfolio, and implement any other pertinent actions. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy About — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN TRUST THE PROCESS OUR INVESTMENT PHILOSOPHY We believe that no two clients are the same. Accordingly, we do not invest using cookie-cutter models, or place trades across all accounts with the click of a button.  Instead, we manage every portfolio one client at a time, customizing not only our approach, but our execution, to each client individually. While some in the industry argue that this process is inefficient, to us, success is not achieved through trading efficiency, but through true customization.  We believe that most public markets are quite efficient and have factored in virtually all information and predictions. Therefore, we invest by managing risk, planning and understanding the importance of asset allocation rather than by predicting or listening to the latest hot news stories. At the heart of our investment philosophy is the belief that if you are on track to meet your financial goals, you should invest more conservatively and manage losses rather than take too much risk to strive for greater returns. Our investment approach starts and ends with you. We customize our approach and decisions solely on your goals, needs and mindset. We educate you on the true nature of investing, ignoring hyped misinformation and instead understanding how your behavior can impact finances to help you avoid financial stress and pitfalls. Our AIRE 7-Step Process is an extension of our philosophy, and is designed with  your   peace of mind …in mind. THE AIRE 7-STEP PROCESS 1: Introduction & Why AIRE First, we will meet and get to learn all about you, your finances, and your specific goals. We will share all the details about our processes, fee structure, and give you educational resources that are easy to understand and access. We are a fee-only firm and we advise on all assets globally, so matter what your goals are, we strive to help you achieve them. 2: Discovery Next, we will get into the details of your finances and where you picture yourself financially in the future. This means identifying your life and financial goals, determining your desired retirement age, estimating the required amount of funds needed for you to retire, allocating your income into specific accounts, compiling a list of all your assets and liabilities, and understanding a full picture of you and your family. 3: Financial Plan Presentation The presentation of your financial plan involves assessing your progress towards achieving your goals. If you're on track, we'll explore how far ahead you are and identify your cushion. Alternatively, if adjustments are needed to align with your objectives, we'll discuss strategies to help you reach your financial goals. We will also review the allocation of all of your investment assets everywhere – not just those under our management – and will advise you accordingly. 4: Plan Implementation Once we have the big picture plan, we need to put it in action. The goal is to create a tailored and personalized strategy that aligns precisely with your individual circumstances and objectives. 5: Ongoing Monitoring and Support We provide continued monitoring and support by regularly reviewing your portfolio and tax management strategies throughout the course of the year. We engage in continuous research into stock and bond markets, alternative investments, and more. Monthly update calls are scheduled as needed, and clients have around-the-clock emergency access to us. Calendar year activities include handling tax reporting, managing retirement plan contributions and distributions, and addressing other pertinent financial matters. 6: Ongoing Education We believe that investor behavior is one of the biggest drivers of investing success or failure. As such, we believe that education is key to long-term success.  As our client, you will receive simple and engaging content to help you understand our process and your portfolio. Through our YouTube channel , monthly educational newsletter, quarterly client events and more, we invite you to join us in a thoughtful and compelling dialog to guide you through the ups and downs of global markets. 7: Annual Review Your comprehensive annual review – scheduled for the same month each year and held in-person or via video conference (your choice) – will include thorough portfolio updates, a family meeting involving the next generation when appropriate, a review of your goals and life vision, key educational topics, and most importantly, a presentation of your fully-updated financial plan. From there, we take your new plan of action, rebalance your portfolio, and implement any other pertinent actions. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy AIRE News & Events | Discover Latest Financial Insights — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN NEWS & EVENTS Amir Monsefi 4/23/26 Amir Monsefi 4/23/26 InvestmentNews Best Financial Planners 2026 Read More Amir Monsefi 3/24/26 Amir Monsefi 3/24/26 Visionaries, Business by LA Times Studios Read More Amir Monsefi 2/25/26 Amir Monsefi 2/25/26 InvestmentNews Top Financial Professionals 2026 Read More Amir Monsefi 2/18/26 Amir Monsefi 2/18/26 Los Angeles Business Journal 2026 Women of Influence Honoree Read More Amir Monsefi 11/12/25 Amir Monsefi 11/12/25 InvestmentNews Hot List 2025 Read More Amir Monsefi 9/24/25 Amir Monsefi 9/24/25 $100M Club: Top Female Advisors 2025 Read More Amir Monsefi 9/23/25 Amir Monsefi 9/23/25 AIRE Advisors is named a finalist in the ThinkAdvisor 2025 Luminaries Awards for Thought Leadership and Education. Read More Amir Monsefi 8/22/25 Amir Monsefi 8/22/25 Los Angeles Business Journal Leaders of Influence in Banking and Finance: Amir Monsefi Read More Amir Monsefi 8/18/25 Amir Monsefi 8/18/25 AIRE Advisors Ranked in AdvisorHub 250 RIAs to Watch for Third Year in a Row Read More Amir Monsefi 8/17/25 Amir Monsefi 8/17/25 Sharon Nassir #12 on AdvisorHub Women Advisors to Watch 2025 Read More Amir Monsefi 12/18/24 Amir Monsefi 12/18/24 Sharon Nassir on the LA Times Studios’ 2024 Inspirational Women Magazine Read More Amir Monsefi 12/18/24 Amir Monsefi 12/18/24 Congratulations to Lily Mossayi, Private Client Associate at AIRE Advisors, for passing the Series 65 exam! Read More Amir Monsefi 9/19/24 Amir Monsefi 9/19/24 Sharon Nassir and Amir Monsefi Present at the Marcus Evans Private Wealth Management Summit in Beverly Hills. Read More Amir Monsefi 9/11/24 Amir Monsefi 9/11/24 AIRE CEO Amir Monsefi on Panel at The World Knowledge Forum in Korea with Wall Street Legend, Jim Rogers Read More Amir Monsefi 8/22/24 Amir Monsefi 8/22/24 AIRE Advisors Live Event: An Evening of Real Estate Insights with Nuveen Real Estate’s Global COO Read More Amir Monsefi 6/28/24 Amir Monsefi 6/28/24 AIRE Advisors Selected as One of the Top RIAs to Watch by AdvisorHub for Second Year in a Row! Read More Amir Monsefi 5/21/24 Amir Monsefi 5/21/24 AIRE Advisors Unveils AIRE One: A Comprehensive Family Office Concierge Service Read More Amir Monsefi 12/6/23 Amir Monsefi 12/6/23 Canvas Rebel – Meet Sharon Nassir Read More Amir Monsefi 12/1/23 Amir Monsefi 12/1/23 Bold Journey – Meet Philip Fessler Read More Amir Monsefi 7/17/23 Amir Monsefi 7/17/23 100 RIAs To Watch Read More Older Posts Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Wealth Management | Optimize Your Wealth Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN WEALTH MANAGEMENT Working as your financial and life hub, we help you preserve, transfer and accumulate wealth from one generation to the next. We customize our comprehensive services to your situation and needs. Concentrated Equity Strategies Charitable Giving Trust Services Life, Disability and Long-term Care Insurance Advice on Assets Held Away, including Real Estate, 401(k) and more Next-Generation Financial Education and Management Wealth Planning Investment Management Retirement Planning Credit Cash Management Trust and Estate Planning Family Governance Tax Loss Harvesting Strategies A LOOK AT LEGACY Today more than 80 percent of millionaires in the United States are first generation. Yet the retention of this wealth through generations has been problematic; it is estimated that in more than 70 percent of families, this wealth has disappeared by the second generation, and in more than 90 percent of families by the third.  For generational wealth to grow, families need to develop and share their legacy goals. We work with families across generations to facilitate conversations about their legacy wishes and help create clarity and confidence that they will be met. For more information: SHARON NASSIR, CPFA, AWMA®, CFP® Co-Founder, President Chief Compliance Officer Contact Sharon Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Entrepreneur Solutions | Empower Business Growth Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN ENTREPRENEUR SOLUTIONS We work with you, as a business owner and entrepreneur, to help you incubate, accelerate, grow and plan your exit from the beginning of your business cycle. We have extensive experience working with businesses with annual revenues of $10 million to more than $2 billion. Collaborating with your other trusted advisors – including attorneys, CPAs, investment bankers and other specialists – our team, which includes Certified Exit Planning Advisors (CEPAs), provides comprehensive solutions for both your personal and business needs. Business Pre-sale and Succession Planning Access to Exclusive Resources, Referrals and Experts Advice on Financing Business Growth and Needs Pre- and Post-Liquidity Event Strategy and Planning Business Retirement Planning Key Person Incentives Insurance Impactful Education and Insights For more information: AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA® Co-Founder, CEO Chief Investment Officer Contact Amir Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy AIRE ADVISORS | Discover Expert Wealth Solutions 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN We are proud to be recognized by our community throughout the years. WHO WE SERVE & WHAT WE DO We offer comprehensive services to meet the needs of individuals and families, business owners and entrepreneurs, corporate executives, sports and entertainment professionals, and international clients. Wealth Management Serving as your financial and life hub, we facilitate the preservation, transfer, and accumulation of wealth across generations, tailoring our comprehensive services to your specific situation and needs. Entrepreneur Solutions With a successful history of guiding businesses with annual revenues ranging from $10 million to over $2 billion, we seamlessly fuse our expertise with our network of esteemed advisors, including attorneys, CPAs, investment bankers, and other specialized professionals. Our team, which includes Certified Exit Planning Advisors (CEPAs), crafts comprehensive solutions to safeguard both your personal and professional needs. Corporate Cash Management For businesses and families with large cash balances, our Corporate Cash Management offering is managed with the goal of not only increasing the security of your assets, but also creating significantly higher yields on your cash. Sports and Entertainment Specializing in meeting the distinctive and sophisticated needs of the industry, we work directly with both clients and business managers to bring the experience and commitment needed to support your unique financial situation and needs. AIRE International AIRE Advisors proudly serves clients worldwide.  With capabilities of working directly with residents of more than 100 countries for all of their investment needs, we have built a strong network of professional partners, including accountants, tax attorneys, estate planning attorneys, investment bankers and more – both within the United States and abroad – to address your specific international needs. AIRE One Our comprehensive family office service offers specialized expertise in planning, administration, and overall management of your family's wealth, addressing the distinctive challenges faced by ultra-high-net-worth families through an exclusive standard of service and tailored resources. EVERYTHING WE DO BEGINS WITH A PROMISE A dvise. I nnovate. R ealize. E mpower . We advise  with clarity and integrity, grounding decisions in your values and goals. Our guidance is transparent and strategic, giving you confidence at every step. We innovate  with approaches that anticipate change and create opportunity. From tax planning to private investments, we bring creativity and precision to keep you ahead. We realize  your vision for wealth, success, and security by turning plans into progress. Whether reaching milestones or preparing for the future, we bring your goals to life. We empower  you, your family, and future generations through education, succession, and legacy planning, building knowledge, stability, and opportunity that last. EVOLVE WITH US. Contact Us Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Client Login | Discover Personalized Wealth Solutions — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN CLIENT LOGIN FIDELITY SCHWAB Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Team — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN WHY JOIN AIRE AIRE Advisors was created by and for financial advisors who are focused solely on the best interest of their clients, and who aspire to serve clients in a fee-only structure that avoids the conflict of interest inherent in a commission compensation model. We pride ourselves on an exceptionally friendly and team-oriented culture of people who care about each other and work well together.  Our management team cares as much about your success and your career as you do, and this is not a statement we make lightly. Our primary goal is not profit maximization, but client satisfaction, advisor satisfaction, and employee satisfaction.  At AIRE, advisors are empowered with the freedom to advise clients on all aspects of their financial lives - not just stocks and bonds, but also their real estate, 401k, art, and all other outside assets.  We offer a high payout and an exceptional family-like workplace environment, full of mutual support, individual attention, coaching, and development in creating a process to serve your clients effectively, efficiently, and comprehensively. OUR VALUE PROPOSITON: Advise on all assets everywhere, including real estate, 401k and more. Fee-only structure removes conflicts of interest inherent in a commission model. Transparent and innovating pricing – can charge either a flat dollar annual fee or a percentage fee. The best of both worlds: not only do we provide everything you need to run your practice (state-of-the-art systems and software, office space, compliance, systems, investment research, coaching, marketing, complete staff and support), but we also create an instant team behind you, working hard for your clients and your success. Extremely competitive payouts, from 50%-80%. 1099 structure. International business capabilities – with more than 100 countries throughout the world. Entrepreneurial environment where you are involved with the direction of the overall business. Practice management coaching and efficient processes. Lead generation at the firm level through events, marketing, outside referral sources and more. Group healthcare available. SAY GOODBYE TO BUREAUCRACY. No more… Variances based on an individual account – we look at a client’s entire balance sheet, giving you the freedom to customize for your clients. Bureaucratic note-taking: our notes are geared to what is important to the client, not a corporation. Checklist for things that take your time and don’t serve clients. Lengthy approval processes. Canned marketing or client communication.  We create real, timely and impactful content for clients. Cookie-cutter trading and rules.  We manage the entire asset allocation for a client – not just to any single account. 2 phones: our systems are designed to allow you to use your own phone and remain compliant. Payout reduction for lower production, lower value households, or anything else.​ Contact Amir to have a confidential conversation: AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA® Co-Founder, CEO Contact Amir Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy AIRE International | Discover Global Wealth Solutions — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN AIRE INTERNATIONAL AIRE Advisors is proud to serve clients worldwide.  With capabilities of working directly with residents of more than 100 countries for all of their investment needs, we have also built a strong network of professional partners, including accountants, tax attorneys, estate planning attorneys, investment bankers and more – both within the United States and abroad – to address your specific international needs. AIRE Asia Pacific, headed by Simone Liu, serves clients in China and the Far East, managing their investment assets both in the United States and internationally. As a fee-based fiduciary advisory firm, we provide extensive planning and advisory services to clients in the Asia Pacific region and all over the world, covering all aspects of their wealth and global assets. Fee-Based Advisory Services Advice on Worldwide Assets Comprehensive Wealth & Investment Management Credit Cash Management Charitable Giving Family Office Services Trust and Estate Planning Legacy Planning For more on AIRE Asia Pacific: SIMONE LIU Senior Vice President, Head of AIRE Asia Pacific Contact Simone Book a Free Consultation For more on AIRE International: SHARON NASSIR, CPFA, AWMA®, CFP® Co-Founder, President Chief Compliance Officer Contact Sharon Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy About — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN TRUST THE PROCESS OUR INVESTMENT PHILOSOPHY We believe that no two clients are the same. Accordingly, we do not invest using cookie-cutter models, or place trades across all accounts with the click of a button.  Instead, we manage every portfolio one client at a time, customizing not only our approach, but our execution, to each client individually. While some in the industry argue that this process is inefficient, to us, success is not achieved through trading efficiency, but through true customization.  We believe that most public markets are quite efficient and have factored in virtually all information and predictions. Therefore, we invest by managing risk, planning and understanding the importance of asset allocation rather than by predicting or listening to the latest hot news stories. At the heart of our investment philosophy is the belief that if you are on track to meet your financial goals, you should invest more conservatively and manage losses rather than take too much risk to strive for greater returns. Our investment approach starts and ends with you. We customize our approach and decisions solely on your goals, needs and mindset. We educate you on the true nature of investing, ignoring hyped misinformation and instead understanding how your behavior can impact finances to help you avoid financial stress and pitfalls. Our AIRE 7-Step Process is an extension of our philosophy, and is designed with  your   peace of mind …in mind. THE AIRE 7-STEP PROCESS 1: Introduction & Why AIRE First, we will meet and get to learn all about you, your finances, and your specific goals. We will share all the details about our processes, fee structure, and give you educational resources that are easy to understand and access. We are a fee-only firm and we advise on all assets globally, so matter what your goals are, we strive to help you achieve them. 2: Discovery Next, we will get into the details of your finances and where you picture yourself financially in the future. This means identifying your life and financial goals, determining your desired retirement age, estimating the required amount of funds needed for you to retire, allocating your income into specific accounts, compiling a list of all your assets and liabilities, and understanding a full picture of you and your family. 3: Financial Plan Presentation The presentation of your financial plan involves assessing your progress towards achieving your goals. If you're on track, we'll explore how far ahead you are and identify your cushion. Alternatively, if adjustments are needed to align with your objectives, we'll discuss strategies to help you reach your financial goals. We will also review the allocation of all of your investment assets everywhere – not just those under our management – and will advise you accordingly. 4: Plan Implementation Once we have the big picture plan, we need to put it in action. The goal is to create a tailored and personalized strategy that aligns precisely with your individual circumstances and objectives. 5: Ongoing Monitoring and Support We provide continued monitoring and support by regularly reviewing your portfolio and tax management strategies throughout the course of the year. We engage in continuous research into stock and bond markets, alternative investments, and more. Monthly update calls are scheduled as needed, and clients have around-the-clock emergency access to us. Calendar year activities include handling tax reporting, managing retirement plan contributions and distributions, and addressing other pertinent financial matters. 6: Ongoing Education We believe that investor behavior is one of the biggest drivers of investing success or failure. As such, we believe that education is key to long-term success.  As our client, you will receive simple and engaging content to help you understand our process and your portfolio. Through our YouTube channel , monthly educational newsletter, quarterly client events and more, we invite you to join us in a thoughtful and compelling dialog to guide you through the ups and downs of global markets. 7: Annual Review Your comprehensive annual review – scheduled for the same month each year and held in-person or via video conference (your choice) – will include thorough portfolio updates, a family meeting involving the next generation when appropriate, a review of your goals and life vision, key educational topics, and most importantly, a presentation of your fully-updated financial plan. From there, we take your new plan of action, rebalance your portfolio, and implement any other pertinent actions. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy CONTACT Clients — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN INSPIRE YOUR FUTURE Let us hear how we can help expand your opportunities.   We do not share your information or use it for solicitation. Your submission is solely for contact purposes. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy CONTACT Advisors — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN MAKE YOUR MOVE Join our team of accomplished advisors.   We do not share your information or use it for solicitation. Your submission is solely for contact purposes. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Sports/Entertainment | Optimize Your Sports Wealth Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN SPORTS & ENTERTAINMENT At AIRE Advisors, we understand the unique challenges and opportunities clients face in navigating the dynamic financial landscapes of the sports and entertainment industry. Led by Senior Partner Philip Fessler, our Sports and Entertainment Group specializes in catering to your distinctive and intricate needs. Working directly with clients and, when needed, business managers and other professionals, we have the experience and commitment to support your distinct career path and cash flow needs. Personalized Wealth Strategies:  Our team offers customized wealth management solutions designed to optimize your financial performance both during and beyond your active career years. We focus on comprehensive financial planning, investment management, and tax optimization, striving to help your wealth work as hard as you do. Estate Planning & Legacy Building:  We ensure your legacy is in capable hands by coordinating with specialists in trusts, wills, and charitable giving strategies. Our role is to connect you with the right professionals who align with our commitment to securing your wealth's lasting impact on the people and causes you care about. Risk Management:  Protect your financial future against the unpredictable. Our comprehensive risk management strategies include insurance planning, asset protection, and coordinating legal support to mitigate potential threats to your wealth. Retirement Planning:  Envision a future where your wealth continues to thrive. Our retirement planning services are tailored to ensure a seamless transition from active earning years to a comfortable and secure retirement. Lifestyle Management:  Beyond financial assets, we assist in managing the lifestyle demands that come with your career. From real estate investment advice to exclusive concierge services, we help simplify your life so you can focus on what you do best. At AIRE Advisors, we're more than your wealth managers; we're your partners in building a sustainable and prosperous future. Let us guide you through every financial phase of your career in sports and entertainment, ensuring your wealth is preserved, protected, and perpetuated for generations to come. For more information: PHILIP FESSLER, SE-AWMA™, ABFP® Senior Partner, Head of Sports and Entertainment Group Contact Philip Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Corporate Cash | Optimize Your Cash flow Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN CORPORATE CASH MANAGEMENT For businesses and families with large cash balances, our Corporate Cash Management offering creates a seamless link to your bank accounts with the goal of not only increasing the safety of your assets, but also creating significantly more return on your cash.  Our adept team monitors and optimizes the cash flow of high-end enterprises to ensure that they have the ability to operate efficiently. We implement robust strategies to maintain liquidity and manage cash reserves, empowering growth initiatives and offering a financial safety net for any unforeseen circumstances. Experience the assurance of having a finely tuned Corporate Cash Management strategy and propel your business to new heights of financial success. Contact us to discuss a strategy tailored specifically to your liquidity needs. FDIC insured CDs and Bank Deposit Programs Treasuries and Agencies with Maturities as Short as One Day Taxable and Tax-Free Money Market Funds And Much More For more information: SHARON NASSIR, CPFA, AWMA®, CFP® Co-Founder, President Chief Compliance Officer Contact Sharon Book a Free Consultation Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy About — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN TRANSPARENCY OUR COMMITMENT At AIRE Advisors, our commitment to our clients goes beyond traditional wealth advisory.  The foundation of AIRE was laid with a vision to provide comprehensive and holistic advice, with transparency both to our process and to our fee structure. We are dedicated to being a partner by your side and a fiduciary who always acts in your best interest. We believe that education is key to long-term investing success, so we will regularly provide simple, easy-to-understand, and engaging information to you on an ongoing basis. Our goal is to empower you through education, instill confidence in your financial future, and safeguard and enhance your wealth, while uncovering growth opportunities.  PRICING Wealth Management Our firm generally requires a minimum account balance of $500,000 for our Comprehensive Portfolio Management service. The first $2 million 0.95% The next $8 million 0.65% The next $10 million 0.45% The next $5 million 0.25% Above $25 million Custom AIRE One Our firm generally requires a minimum account balance of $25,000,000 for our AIRE One Comprehensive Wealth Management Service.  Pricing is at a fixed dollar amount, customized to each client, based upon the asset level and scope of work. Corporate Cash Management Our firm generally requires a minimum account balance of $3,000,000 for our Cash Management service. Flat percentage 0.22% AIRE International Custom pricing up to 1.5%, based on the complexity and scope of work. Insurance Commission-based, paid by insurance companies. Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Team — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN MEET OUR TEAM Meet the dynamic team at AIRE Advisors, where we pride ourselves on being in tune with your unique needs. Our dedicated professionals bring a wealth of experience, a commitment to personalized service, and a passion for revolutionizing the advisory experience. LEADERSHIP PHILIP FESSLER SE-AWMA™, ABFP® Senior Partner Head of Sports and Entertainment Group AMIR MONSEFI CEPA, CPFA, SE-AWMA ™ , CPWA® Co-Founder, CEO Chief Investment Officer SHARON NASSIR CPFA, AWMA ™ , CFP ® Co-Founder, President Chief Compliance Officer   WEALTH ADVISORY BALFOURE BRENES CRPC ™ Vice President Wealth Advisor KRISTINA DOWNING Senior Vice President Wealth Advisor DANIEL EBERT CEPA Vice President Wealth Advisor SIMONE LIU Senior Vice President Head of AIRE Asia Pacific NATHAN MESCOBI SE-AWMA ™ Wealth Advisor Associate   JAMES. C. NAIFY Senior Vice President Wealth Advisor NEIL UNGER CFP® Vice President Wealth Advisor OPERATIONS AND ADMINISTRATION DANA FARIAS Private Client Associate MARYAM KHOSHREZA Head of Operations Private Client Associate KAMERON MONSEFI Associate  LILY MOSSAYI Private Client Associate JONAH NASSIR Marketing Associate Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. Disclaimer Disclosures: CRS, ADV, Privacy Policy Perspectives | Explore Financial Insights Today — AIRE ADVISORS 0 Skip to Content HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME SERVICES Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One APPROACH Philosophy AIRE 7-Step Process TRANSPARENCY Commitment Pricing TEAM Join Our Team Meet Our Team Retiring Advisors INSIGHTS AIRE News & Events Education Center Monthly Perspectives CONTACT For Clients For Advisors CLIENT LOGIN Open Menu Close Menu HOME Folder: SERVICES Back Wealth Management Entrepreneur Solutions Corporate Cash Mgmt Sports & Entertainment AIRE International AIRE One Folder: APPROACH Back Philosophy AIRE 7-Step Process Folder: TRANSPARENCY Back Commitment Pricing Folder: TEAM Back Join Our Team Meet Our Team Retiring Advisors Folder: INSIGHTS Back AIRE News & Events Education Center Monthly Perspectives Folder: CONTACT Back For Clients For Advisors CLIENT LOGIN MONTHLY AIRE PERSPECTIVES Amir Monsefi 4/10/26 Amir Monsefi 4/10/26 Where are all the billionaires? • LA Times Studio Visionaries • Today’s crises Read More Amir Monsefi 3/6/26 Amir Monsefi 3/6/26 AIRE honored in InvestmentNews • Marcus Evans Conference • Private Credit • Tax Season Updates Read More Amir Monsefi 2/21/26 Amir Monsefi 2/21/26 Sharon Nassir Honored by Los Angeles Business Journal • AIRE Advisors Q1 2026 Client Event • Private Credit Read More Amir Monsefi 1/17/26 Amir Monsefi 1/17/26 Welcome Dan Ebert • New York City Office • 2026 Tax Guides • 2025 Market Review Read More Amir Monsefi 12/15/25 Amir Monsefi 12/15/25 AIRE Advisors Reaches $1 Billion • BEWARE OF FAKE DOCU-SIGN EMAILS Read More Amir Monsefi 11/15/25 Amir Monsefi 11/15/25 Stock Diversification • Investment News Hot List • AIRE Celebrates 5 Years Read More Amir Monsefi 10/17/25 Amir Monsefi 10/17/25 AIRE Advisors Honored • New and Improved AIRE Client Portal and App • Insight for the Month Read More Amir Monsefi 9/12/25 Amir Monsefi 9/12/25 Dinner Event with Nuveen Brooklyn • The Rise of Private Markets Read More Amir Monsefi 8/17/25 Amir Monsefi 8/17/25 Los Angeles Business Journal Leaders of Influence in Banking and Finance • Accredited Behavioral Finance Professional •  Why Hands-Off Investing Pays Off • Individual Stocks Versus Diversified Read More Amir Monsefi 7/18/25 Amir Monsefi 7/18/25 AdvisorHub Advisors and RIAs to Watch • Philip Fessler 30 Years in the Industry Read More Amir Monsefi 6/13/25 Amir Monsefi 6/13/25 Unclaimed Property Read More Amir Monsefi 5/17/25 Amir Monsefi 5/17/25 Private Markets • Identity Theft Read More Amir Monsefi 4/18/25 Amir Monsefi 4/18/25 Market Volatility and Market Downturns • Cash at Fidelity Read More Amir Monsefi 3/15/25 Amir Monsefi 3/15/25 AIRE Advisors Q1 2025 Client Event • 351 Exchanges  • Guide to Evergreen Funds Read More Amir Monsefi 2/17/25 Amir Monsefi 2/17/25 Don’t Chase Performance • Market Efficiency and Predictions • California Municipal Bond Update Read More Older Posts Headquarters 9350 Wilshire Boulevard, Suite 200 Beverly Hills, CA  90212 Tel: 310-277-AIRE (2473) Toll-free: 888-688-AIRE [email protected] New York City Office 369 Lexington Avenue, 2nd Floor New York, NY 10017 © 2026 AIRE Advisors. 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