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Farid Nadjibi

2 Years of Experience
Greenbrae, CA

Farid Nadjibi is a registered investment advisor at Farid Consulting, based in Greenbrae, CA, with 2 years of industry experience. Farid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.0M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $99K2.00%
$99K - $1000K1.35%
$1.0M - $3.0M1.00%
$3M+0.85%

Fees for assets under management over $3,000,000 can be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Greenbrae, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Farid is involved in jewelry, collectibles, decor, and building contracting. These activities are not investment-related.

Employment History
Current Registrations
Farid Consulting
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Securities Incorporated
November 2001 - May 2002 · 6 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Farid Nadjibi - Financial Advisor | TrueAdvisor