BS
BS
Bassam Salem
39 Years of Experience
Orchard Lake, MI
3 Disclosures
Bassam Salem is a registered investment advisor at Objective Investments, LLC, based in Orchard Lake, MI, with 39 years of industry experience. Bassam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $3.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$220K average
Assets Under Management
$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Orchard Lake, MI
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2017Settled
Customer Dispute
May 2016Settled
Customer Dispute
February 2009Settled
Employment History
Current Registrations
Objective Investments, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Investshares Advisor Group INC.
October 2016 - January 2018 · 1 yr 3 mos
InvestsharesBroker
September 2016 - January 2018 · 1 yr 4 mos
Wunderlich Securities, INC.
January 2011 - August 2016 · 5 yrs 7 mos
Wunderlich Securities, INC.Broker
January 2011 - August 2016 · 5 yrs 7 mos
UBS Financial Services INC.
November 2010 - January 2011 · 2 mos
UBS Financial Services INC.Broker
March 1992 - January 2011 · 18 yrs 10 mos
Prudential Securities IncorporatedBroker
November 1988 - March 1992 · 3 yrs 4 mos
First Heritage CorporationBroker
November 1986 - November 1988 · 2 yrs
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.