Farid Consulting is a registered investment advisor based in Greenbrae, California, providing customized portfolio management and financial planning services. Farid Consulting tailors its investment strategies to match your specific goals and risk tolerance, working with various financial instruments including stocks, bonds, mutual funds, exchange-traded funds, and digital assets. In addition to managing investments on a discretionary or non-discretionary basis, Farid Consulting offers hourly consulting for financial planning. The firm typically requires a minimum of $1,000,000 in investable assets to establish an advisory relationship, though this requirement may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $99K | 2.00% |
| $99K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees for assets under management over $3,000,000 are negotiable.