Sachi Financial Planning
Sachi Financial Planning (CRD# 324752) is a financial advisory firm headquartered in Newport Beach, CA. They manage $3,100,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$73,810
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sachi Financial Planning
1
Tara Manista (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 6 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.