Akram Omari is a registered investment advisor at Akram M. Omari, CPA, based in San Francisco, CA, with 7 years of industry experience. Akram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be reduced.
Fee Estimator
Location
870 Market St, Suite 1174, San Francisco, CA, 94102
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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 Activities
Akram owns Akram M. Omari CPA, an accounting business, since 1975. He dedicates nearly full-time hours to operational oversight of this business.
Employment History
Current Registrations
Akram M. Omari, CPA
State Registrations1 state
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