San Rafael Asset Management

100 Smith Ranch Rd #300
San Rafael, CA 94903 415-526-2900

Ratings

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Consumer Ratings for San Rafael Asset Management — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Overall quality
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Consumer Comments for San Rafael Asset Management

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Consumer from Albany, CA
Apr 01, 2021
Not Recommended
Firm made significant error in executing a specific customer directive, causing higher taxes and Medicare premiums. Fees are too high for the careless and modest level of service provided. Funds utilized tend to be actively managed and have higher expense ratios (vs. low expense index funds). Reviewer has terminated account with firm.
Consumer from San Rafael, CA
Nov 08, 2017
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