Camille Fuleihan is a registered investment advisor at Fuleihan, Camille, Farid, based in Belmont, MA, with 23 years of industry experience. Camille 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 7 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and limited to a maximum of 2% per year of the assets under management. The 2% is also the upper limit of the total asset-based advisory fees, including those charged by other third party advisors.
Fee Estimator
Location
Belmont, MA
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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.
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Current Registrations
Fuleihan, Camille, Farid
State Registrations2 states
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