Oscar Sasson
Oscar Sasson is a registered investment advisor at Valley Wealth Strategies, LLC, based in Menlo Park, CA, with 35 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,055 clients with $1.4B 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Location
535 Middlefield Road, Suite 140, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Oscar operates Zuk Financial Group as a DBA for his LPL business since 1998. He also provides investment advisory services through Valley Wealth Strategies, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Valley Wealth Strategies
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations18 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.