Farid Consulting provides investment advice tailored to clients' needs and goals. The firm offers both discretionary and non-discretionary portfolio management, meaning they can make trades for you or require your approval first. Farid Consulting also offers financial planning services to help you create a financial plan specific to your needs and risk tolerance. They provide advice on various types of securities, such as stocks, bonds, mutual funds, and exchange traded funds.
Assets Under Management$1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $99K | 2.00% |
| $99K - $1000K | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees for assets under management over $3,000,000 can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...