Sarah Green is a CFP-designated registered investment advisor at Farm Girl Capital LLC, based in Albany, CA, with 16 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 40 clients with $18M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000. Minimum annual fee of $2,500.
Fee Estimator
Location
1225 Solano Avenue, Suite A, Albany, CA, 94706
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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 →Other Business Activities
Sarah is a board member at Healing Tide, an eco-wellness non-profit, since 2021. She dedicates minimal time to supporting the organization's executive director and vision.
Employment History
Current Registrations
Farm Girl Capital LLC
Previous Registrations
North Berkeley Wealth Management, LLC
Transformative Wealth Management LLC
Protected Investors of AmericaBroker
Protected Investors of America
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.