Mamdouh Isak is a registered investment advisor at Optifolio, based in Houston, TX, with 22 years of industry experience. Mamdouh 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 $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OptiFolio charges a percentage of the value of your investments each year. The percentage depends on how much you have invested with them.
For accounts over $100,000, the annual fee is:
- $100,000 - $200,000: 2.50% with a minimum fee of $2,750
- $200,001 - $500,000: 2.25% with a minimum fee of $5,000
- $500,001 - $750,000: 2.00% with a minimum fee of $11,250
- $750,001 - $1,000,000: 1.75% with a minimum fee of $15,000
- $1,000,001 - $5,000,000: 1.50% with a minimum fee of $17,500
- $5,000,001 - $10,000,000: 1.25% with a minimum fee of $75,000
- $10,000,001 - $20,000,000: 1.00% with a minimum fee of $125,000
- Over $20,000,000: 0.50% with a minimum fee of $175,000
For accounts below $100,000, the fee is based on the value of each transaction, subject to a monthly minimum.
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Optifolio
Previous Registrations
Optifolio
State Registrations1 state
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