Farzana Sultana is a registered investment advisor at Crescent Meridian Capital LLC, based in Falls Church, VA, with 23 years of industry experience. Farzana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees are straight-tier, meaning the rate applies to the entire portfolio balance. Fees may be negotiable.
Fee Estimator
Location
Falls Church, VA
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 →Other Business Activities
Farzana owns a retail business since June 2023, dedicating minimal time to it. She also has another business activity since September 2020, which is investment-related and also takes minimal time.
Employment History
Current Registrations
Crescent Meridian Capital LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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
- James Knochenmus, CFPVitality Planning, LLC
- Elizabeth Napper, CFPCw Advisors, LLC
- Robert Burns, ChFCAllstate Financial Advisors, LLC
- Karen Blair, CFPCjm Wealth Advisers, LTD.
- Samer Eshmawy, CFPAzzad Asset Management, INC.
- Melissa Paine, CFP