Farm Girl Capital is a registered investment advisor located in Albany, California, founded and operated by Sarah G. Green. The firm offers personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. Farm Girl Capital acts as a legally required fiduciary, prioritizing client best interests and offering customized portfolio construction primarily using mutual funds and exchange-traded funds. Investment management services include continuous portfolio oversight and discretionary trading authority. Financial planning services cover areas such as retirement planning, investment planning, and personal savings, provided through hourly or fixed-fee engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable at the sole discretion of the firm. There is a $2,500 minimum annual fee.