Samah Naguib is a CFA-designated registered investment advisor at Pleasanton Wealth, based in Pleasanton, CA, with 12 years of industry experience. Samah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 15 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.00% |
| $750K - $1.3M | 0.75% |
| $1.3M - $5.3M | 0.50% |
| $5.3M+ | 0.50% |
Fees for accounts over $5,000,000 are negotiable. Non-discretionary accounts are subject to a negotiated fee not to exceed 1.00%.
Fee Estimator
Location
Pleasanton, CA
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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 →Employment History
Current Registrations
Pleasanton Wealth
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
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