Faruk Jaffer is a CFP, ChFC-designated registered investment advisor at Index Gurus, INC., based in Concord, CA, with 8 years of industry experience. Faruk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 31 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $5.0M | 0.01% |
| $5M+ | 0.01% |
Fees and $1,000,000 account minimum may be negotiable. When an account falls below $1,000,000 in value, the minimum quarterly fee of $2,500 may be charged. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.
Fee Estimator
Location
Concord, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Index Gurus, INC.
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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