Mariam Shamlow is a registered investment advisor at Fermata Advisors, based in Sonoma, CA, with 2 years of industry experience. Mariam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,879 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally do not exceed 1.50% and are negotiable based on the scope, complexity, and time required.
Fee Estimator
Location
539 Broadway, Suite A, Sonoma, CA, 95476
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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
Fermata Advisors
Previous Registrations
Global Retirement Partners LLC
State Registrations1 state
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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