Adam Khalek is a registered investment advisor at Human Interest Advisors LLC, based in San Francisco, CA, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 831,446 clients with $8.1B 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 | 0.12% |
Fee is typically 0.12% annually (or 0.01% monthly) when acting in a 3(38) capacity and 0.22% (or 0.018% monthly) when acting in a 3(21) capacity. The Adviser has negotiated different rates with certain Plans, which could result in lower or higher fees.
Fee Estimator
Location
655 Montgomery St., Suite 1800, 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
Human Interest Advisors LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.