Samer Habl is a registered investment advisor at Fingage Advisors LLC, based in San Francisco, CA, with 9 years of industry experience. Samer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The fee may be significantly lower especially in employer-sponsored or public retirement plans based on factors such as the size of the plan and the number of plan participants. Fees may vary for each Client and Fingage reserves the right to negotiate, reduce or waive the advisory fee for certain Client Accounts.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samer is the President of Fingage Holdings Inc., the parent company of Fingage Advisors LLC, since 2015. He spends about half of his time (100 hours per month) overseeing technological development and computer programming for Fingage Holdings Inc.
Employment History
Current Registrations
Fingage Advisors LLC
State Registrations1 state
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