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Maya Tussing

18 Years of Experience
San Francisco, CA

Maya Tussing is a registered investment advisor at Fairlight Advisors, based in San Francisco, CA, with 18 years of industry experience. Maya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
36 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$109.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.85%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.40%
$25M+0.35%

Fees negotiable for accounts over $25,000,000.

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

315 Montgomery Street, San Francisco, CA, 94104

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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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Employment History
Current Registrations
Fairlight Advisors
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Alesco Advisors LLC
May 2016 - September 2019 · 3 yrs 4 mos
Blackrock Investments, LLCBroker
October 2014 - March 2016 · 1 yr 5 mos
Blackrock Execution ServicesBroker
March 2006 - February 2013 · 6 yrs 11 mos
State Registrations3 states
CATXWA
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.
Maya Tussing - Financial Advisor | TrueAdvisor