Anmar Sarafa is a CFA-designated registered investment advisor at Steward Capital Management, based in Bloomfield Hills, MI, with 33 years of industry experience. Anmar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 62 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for balances above $10 million.
Fee Estimator
Location
21 E. Long Lake Road, Suite 200, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anmar is the managing member of Frankenmuth Brewery Real Estate, LLC, Frankenmuth Brewery Intellectual Property, LLC, and Frankenmuth Brewery Restaurant Operations, LLC. He spends a few hours per week making strategic investment decisions related to capital expenditures for the brewery.
Employment History
Current Registrations
Steward Capital Management
Previous Registrations
Steward Capital Management
Munros Capital Management, LLC
Steward Capital Management
State Registrations2 states
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