Issam Bakir
Issam Bakir is a CFP-designated registered investment advisor at Tnt Asset Management, LLC, based in Round Rock, TX, with 37 years of industry experience. Issam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 190 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNT Asset Management charges up to 1% of your portfolio per year, billed quarterly or monthly. This fee is negotiable. If you participate in SEI's Managed Accounts Program, you'll also pay separate fees to SEI.
Location
105 E. Main Street, Round Rock, TX, 78664
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Issam is the owner of TNT Financial Services Inc., where he sells and services insurance products, including fixed annuities, life/health, long-term care, disability, and Medicare supplements, dedicating a few hours per week. He also serves as a board member/treasurer for Global Austin, a director at Goodwill Industries, and a board member for the Round Rock Community Foundation, spending minimal time on each.
Employment History
Current Registrations
Tnt Asset Management, LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Bts Asset Management, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Nap Financial CorporationBroker
Fsc Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.