Ira Fateman is a CFP-designated registered investment advisor at Sas Financial Advisors, LLC., based in San Francisco, CA, with 22 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 162 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Contact
Ira Fateman
Location
50 California Street, Suite 1500, San Francisco, CA, 94111
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sas Financial Advisors, LLC.
Previous Registrations
Shone Asset Management LLC
Benivest, INC.
Sas Financial Advisors
Protected Investors of America
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Elizabeth Prindle, CFPSas Financial Advisors, LLC.
- Syeda Iqbal, CFPSas Financial Advisors, LLC.
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Jake Lilienstein, CFPBbr Partners, LLC