Sameer Sarmast is a registered investment advisor at Farther, based in San Francisco, CA, with 14 years of industry experience. Sameer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sameer operates Sameer Eats Productions, a YouTube channel providing restaurant reviews and hosting food-related events, since 2010. He dedicates about 10-20% of his time to this activity, outside of securities trading hours.
Employment History
Current Registrations
Farther
Previous Registrations
Saturna Capital Corporation
Saturna Brokerage Services, INCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations3 states
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