Elizabeth Prindle
Elizabeth Prindle is a CFP-designated registered investment advisor at Sas Financial Advisors, LLC., based in San Francisco, CA, with 8 years of industry experience. Elizabeth 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.
State Registrations1 state
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