Samer Dhillon is a registered investment advisor at Quest Investment Firm, based in Sacramento, CA, with 11 years of industry experience. Samer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 11 clients with $1.9M 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 | 2.00% |
Fees are not fixed for all clients, meaning that not every client is charged the same percentage. The fees are only different and not fixed for a 401k-plan account.
Fee Estimator
Location
Sacramento, 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 →Other Business Activities
Samer is the CEO of Atlas Capital LLC, an investment advisory company, where he works full-time as an investment advisor and makes trades for the company.
Employment History
Current Registrations
Quest Investment Firm
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.