Elizabeth Misak is a registered investment advisor at True Link Financial Advisors, based in San Francisco, CA, with 8 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,065 clients with $1.3B 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 | 1.00% |
Fees are negotiable. In the case of pooled trust accounts where there are sub-accounts, the fee may be calculated based on the average daily balance in the sub-account for each sub-account of the pooled trust which in some cases may not add up to the assets maintained by the entire trust.
Fee Estimator
Location
505 Montgomery St., 11th Floor, 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
True Link Financial Advisors
Previous Registrations
Aspiriant, LLC
Hearthstone | Private Wealth Management
State Registrations1 state
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