Humam Sirhal
Humam Sirhal is a registered investment advisor at Washington Financial Group, INC., based in Osterville, MA, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 209 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual asset management fee charged shall not exceed 2.20% plus the custodian account annual fees and/or not-in-house portfolio manager’s fees, when applicable.
Fee Estimator
Location
832 Main St., 2nd Floor, Osterville, MA, 02655
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Humam is a civil engineer providing construction management and business development services since 1981, dedicating minimal time. Humam also sells life, accident, and health insurance products since 1990, dedicating a few hours per week, and owns residential rental property, dedicating about 10-20% of their time.
Employment History
Current Registrations
Washington Financial Group, INC.
Previous Registrations
Cadaret Grant & CO INC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Chubb Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations3 states
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.