Monique Lopez is a registered investment advisor at Sas Financial Advisors, LLC., based in San Francisco, CA, with 9 years of industry experience. Monique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 198 clients with $150M 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 | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
SAS will quote an exact percentage to each client based on both the nature and total dollar value of that account.
Fee Estimator
Location
50 California Street, Suite #1500, San Francisco, CA, 94111
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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
Sas Financial Advisors, LLC.
Previous Registrations
Forusall
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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