Walid Petiri is a registered investment advisor at Financial Management Strategies, LLC, based in Baltimore, MD, with 5 years of industry experience. Walid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts greater than $5,000,000.
Fee Estimator
Location
1330 Smith Avenue, Suite 7, Baltimore, MD, 21209-3731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walid is the President and Director of Financial Management Strategies, LLC, a registered investment advisor, since 2000. He provides financial advice and business consulting to clients, dedicating about 10-20% of his time to outside business activities.
Employment History
Current Registrations
Financial Management Strategies, LLC
Previous Registrations
Casi Institutional Consulting, INC.
State Registrations1 state
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