Hetal Saki
AMC Wealth
Serving San Francisco-Oakland-San Jose
Fremont, CA 94555
4084202270
About AMC Wealth
AMC Wealth Management, LLC is a fee-only financial advisory firm providing hourly financial planning & tax-efficient wealth management. We help clients achieve their goals through our financial planning process and tax-efficient investment strategies.
See Disclosures
General Information
Firm Start Year
CRD#
5403110
Firm CRD#
308157
States Licensed in
CA
Years of Experience in Financial Services
15
Work Experience
With over 15 years of experience in the financial services industry, I have worked with clients from various demographics and socio-economic backgrounds. I pride myself in being a fiduciary and a Certified Financial Planner. I have always incorporated comprehensive financial planning as a part of my core services and I believe that a true fiduciary is one that takes time to learn about their clients goals at a deeper level as this helps build a more lasting and trustworthy relationship. I have worked with the mass-affluent and affluent client base, as well as the ultra-wealthy. Through my experiences, I have gained an understanding of what it takes to help the client become more confident as they progress towards meeting their financial goals.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, SIE
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250K and above
Compensation Methods
Hourly, Based on Assets
Fee % Based on Assets
Negotiable
Hourly Rate
Negotiable
Additional Details on Charges
Fees are negotiable and can be reduced based on circumstances
Minimum Fee Charged for Managed Accounts
Negotiable
Minimum Fee Charged for Hourly Planning Accounts
$100/hr
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892798/rothira-AMC-Wealth-detailed-disclosure.html
Disclaimer
AMC Wealth Management, LLC is a registered investment adviser in the states of IL, NV, GA, FL, AL, UT, DE, LA, TX, NY & CA. We adhere to the fiduciary standard of conduct by way of hourly financial planning & consulting or traditional investment management services of which clearing, custody & safekeeping is provided by Charles Schwab, an SEC registered broker-dealer and member FINRA/SIPC. For more, please visit adviserinfo.sec.gov/firm/summary/308157 or see our form ADV 2A. Not an offer or solicitation in unregistered territories.