Fadi Boury is a registered investment advisor at Investor's Advantage, based in Dallas, TX, with 18 years of industry experience. Fadi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 87 clients with $99M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
87 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$98.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.50% |
The fee for fixed income accounts is 0.50% of any size account. Some fixed income accounts may have a small equity position of up to 20% or more. Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dallas, TX
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Regulatory History (1)
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Regulatory
December 2006Final
Employment History
Current Registrations
Investor's Advantage
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Per Stirling Capital Management, LLC
October 2019 - August 2021 · 1 yr 10 mos
Investor's Advantage, L.L.C.
December 2006 - January 2020 · 13 yrs 1 mo
State Registrations1 state
TX
Advisor
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.