Joseph Fahmy is a registered investment advisor at Zor Capital, LLC, based in Belmont, MA, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zor Capital offers different investment management services with varying fees:
- Asset Allocation Services: 1.00% of your portfolio per year. This fee is negotiable.
- Portfolio Management Services: 2.00% of your portfolio per year. This fee is negotiable.
- Custom Tailored Portfolio with Performance Fee for Qualified Clients: 2.00% of your portfolio per year, plus 20% of the net returns of the account after deducting the management fee and any previous losses. This is only offered to high-net-worth individuals.
Location
Belmont, MA
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Regulatory History (1)
Regulatory
July 2011Other Business Activities
Joseph owns JoeFahmy.com, an investment-related subscription service providing educational services since 2020. This takes about 10-20% of Joseph's time, some of which occurs during trading hours.
Employment History
Current Registrations
Zor Capital, LLC
Previous Registrations
Zenith Asset Management LLC
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.