Amr Alian is a registered investment advisor at Investology INC., based in Reston, VA, with 22 years of industry experience. Amr 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.45% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
1939 Roland Clarke Place Suite 350, Reston, VA, 20191
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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.
Learn about disclosures →Other Business Activities
Amr is the 100% owner and president of Isynergy CPA, an accounting firm. He spends nearly full-time on this business.
Employment History
Current Registrations
Investology INC.
Previous Registrations
Azzad Asset Management, INC.
State Registrations4 states
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.