Hussien Fawaz is a CFP-designated registered investment advisor at Ydream Financial Services, INC., based in Canton, MI, with 17 years of industry experience. Hussien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 111 clients with $120M 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 $1.0M | 0.13% |
| $1.0M - $2.0M | 0.13% |
| $2M+ | 0.13% |
The above rates are charged based on the assumption that the client authorizes, via limited power of attorney, the direct debit of investment accounts for investment management fees. Clients that prefer to write a check for fees agree to pay an additional 0.10% of assets managed per quarter and it is due on the first day of the calendar quarter. Clients that do not wish to grant the advisor discretion to make investment decisions or trades in their account without prior approval agree to pay 0.125% of assets per quarter in addition to the above fee schedule. Clients requesting additional portfolio reporting/performance beyond the forgoing agree to pay 0.125% of assets per quarter in addition to the above fee schedule.
Fee Estimator
Location
Canton, MI
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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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Hussien is the owner of Y.D. Financial Services & Solutions, offering accounting, tax, and technology consulting services since 1981. This takes a few hours per week during trading hours.
Employment History
Current Registrations
Ydream Financial Services, INC.
State Registrations3 states
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