Farah Kobeissi-Nasser is a registered investment advisor at Spartan Wealth Management, based in Dearborn, MI, with 6 years of industry experience. Farah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,176 clients with $1.5B 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 | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
3 Parlane Blvd, Suite 100SW, Dearborn, MI, 48126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Farah is a 30% owner of Sapphitre Accounting & Tax Solutions, performing tax preparation, consulting, payroll, and bookkeeping, dedicating about half their time. Farah also solicits clients for wealth management at Spartan Wealth Management, spending a few hours per week.
Employment History
Current Registrations
Spartan Wealth Management
Previous Registrations
Cadaret Grant & CO INC
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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