AE
AE

Ameen Estaiteyeh

21 Years of Experience
Reston, VA
1 Disclosure

Ameen Estaiteyeh is a registered investment advisor at Investology INC., based in Reston, VA, with 21 years of industry experience. Ameen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 425 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
425 clients
Average Client Portfolio
$471K average
Assets Under Management
$200.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.65%
$500K - $1.0M1.45%
$1M+1.25%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1939 Roland Clarke Place, Suite 350, Reston, VA, 20191

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2003
Employment History
Current Registrations
Investology INC.
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Azzad Asset Management, INC.
September 2003 - November 2003 · 2 mos
State Registrations1 state
VA
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.