Syeda Iqbal is a CFP-designated registered investment advisor at Sas Financial Advisors, LLC., based in San Francisco, CA, with 8 years of industry experience. Syeda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 162 clients with $170M 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% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Contact
Syeda Iqbal
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 →Other Business Activities
Syeda works as a consultant/IAR for SAS Financial Advisors, LLC, providing financial planning and consulting services, spending about 10-20% of her time. She also manages a rental property and is the principal of Nasira Financial, spending over half her time on financial planning.
Employment History
Current Registrations
Sas Financial Advisors, LLC.
Nasira Financial
Previous Registrations
Mercer Global Advisors INC.
State Registrations2 states
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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