Samah Naguib is a CFA-designated registered investment advisor at Pleasanton Wealth, based in Pleasanton, CA, with 12 years of industry experience. Samah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 30 clients with $5.4M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. Non-discretionary accounts have negotiated fees not to exceed 1.00%.
Fee Estimator
Location
218 Ray Street, Pleasanton, CA, 94566
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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
Pleasanton Wealth
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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