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Hamasseh Pourhamzeh

Strategic Advisers LLC
6 Years of Experience
Fallbrook, CA
1 DisclosureBroker
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Hamasseh Pourhamzeh is a registered investment advisor at Strategic Advisers LLC, based in Fallbrook, CA, with 6 years of industry experience. Hamasseh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fallbrook, CA

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History

Regulatory History (1)
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Criminal
January 2018
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Hamasseh works as an independent contractor for Instawork and Qwick, apps that offer temporary jobs, dedicating about 10-20% of her time to each. She also buys and sells secondhand clothing on Poshmark, spending minimal time on this activity.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
January 2023 - Present · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2023 - March 2025 · 2 yrs 1 mo
Vanguard Advisers, INC.
February 2022 - August 2022 · 6 mos
Vanguard Marketing CorporationBroker
October 2019 - August 2022 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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