Abbas Somji is a CFP-designated registered investment advisor at Tanager Wealth Management, based in London, with 9 years of industry experience. Abbas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,052 clients with $1.6B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
Total fee includes a 0.25% beta fee. Accounts subject to UK VAT may have slightly higher rates (1.60% down to 0.75%). Minimum annual fee of $10,000 applies. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V 3BJ
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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
Tanager Wealth Management
Previous Registrations
Altruvista LLC
Valmark Securities, 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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