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Norman Wahab

19 Years of Experience
Los Angeles, CA

Norman Wahab is a registered investment advisor at Quid Capital, based in Los Angeles, CA, with 19 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Quid Capital charges a percentage of your portfolio each year. The fee depends on the type of account (equity/blended or income only) and the amount you invest. Fees are negotiable.

For equity and blended accounts:

  • $1,000,000 - $10,000,000: 1.25% per year
  • $10,000,001 - $20,000,000: 1% per year
  • $20,000,001 - $100,000,000: 0.75% per year
  • Over $100,000,001: 0.50% per year

For income-only accounts:

  • $1,000,000 - $5,000,000: 0.75% per year
  • $5,000,001 - $10,000,000: 0.50% per year
  • $10,000,001 - $20,000,000: 0.45% per year
  • $20,000,001 - $50,000,000: 0.40% per year
  • $50,000,001 - $100,000,000: 0.35% per year
  • Over $100,000,001: 0.30% per year
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Location

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Quid Capital
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Quid Capital LLC
February 2021 - May 2021 · 3 mos
Tetrad Capital LLC
January 2015 - May 2019 · 4 yrs 4 mos
Fisher Investments
June 2013 - October 2014 · 1 yr 4 mos
Tetrad Capital LLC
January 2012 - June 2013 · 1 yr 5 mos
Linsco/private Ledger CORP.
July 2007 - September 2007 · 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2003 - October 2005 · 1 yr 11 mos
Tetrad Capital LLC
July 2002 - August 2011 · 9 yrs 1 mo
State Registrations1 state
CA
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.
Norman Wahab - Financial Advisor | TrueAdvisor