Stacy Daher is a registered investment advisor at Tiburon Financial Advisors, INC., based in Tiburon, CA, with 6 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $34M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
The annual fees are negotiable.
Fee Estimator
Location
Tiburon, CA
Get directionsHistory
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
Stacy is the Associate Vice President for Finance & Treasury at the University of San Francisco since 2002, spending nearly full-time hours managing the organization's Treasury and Procurement functions. A few hours per day occur during securities trading hours.
Employment History
Current Registrations
Tiburon Financial 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.