Tarek Abouljoud is a CFA-designated registered investment advisor at Abram Asset Management, based in Grosse Pointe Park, MI, with 16 years of industry experience. Tarek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abram Asset Management provides investment management services where fees are negotiable and generally range between 0.35% and 1.25% of the value of your portfolio. Fees are calculated on an incremental basis and are subject to change with 7 days written notice. Fees are charged quarterly, in advance.
Location
Grosse Pointe Park, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tarek is a partner in Gourmet Food Holdings, LLC, a food distributor, since 2010. He assists in creating recipes and delegating responsibilities, but dedicates no hours during trading hours.
Employment History
Current Registrations
Abram Asset Management
Previous Registrations
Aza Capital Management
State Registrations1 state
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.