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Gehad Youssef

36 Years of Experience
Maumee, OH
1 DisclosureBrokerSells Insurance

Gehad Youssef is a registered investment advisor at Blackridge Asset Management, LLC, based in Maumee, OH, with 36 years of industry experience. Gehad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

1700 Woodlands Drive, Suite 100, Maumee, OH, 43537

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History

Regulatory History (1)
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Customer Dispute
September 2010
Denied
Other Business ActivitiesSells Insurance

Gehad is a registered representative at Everest Financial, providing financial planning seminars, estate planning, and insurance services. He also owns Valleywood Properties, a sole proprietorship focused on investment properties, dedicating about 10% of his time to purchasing, selling, rehabilitating, and renting properties.

Employment History
Current Registrations
Blackridge Asset Management, LLC
September 2019 - Present · 6 yrs 8 mos
Peak Brokerage Services, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Independent Solutions Wealth Management, LLC
September 2015 - September 2019 · 4 yrs
Next Financial Group, INC.
March 2003 - September 2015 · 12 yrs 6 mos
Next Financial Group, INC.Broker
March 2002 - September 2015 · 13 yrs 6 mos
Vestax Securities CorporationBroker
April 2000 - March 2002 · 1 yr 11 mos
Metlife Securities INC.Broker
May 1989 - April 2000 · 10 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
May 1989 - April 2000 · 10 yrs 11 mos
State Registrations8 states
GAMINMNYOHPATNTX
AdvisorBrokerBoth

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.