BA
CFP
BA
CFP

Bryan Abdelnoor

18 Years of Experience
Seattle, WA

Bryan Abdelnoor is a CFP-designated registered investment advisor at Hohimer Wealth Management, LLC, based in Seattle, WA, with 18 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $990M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
440 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$993.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.60%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.35%

This fee schedule may be based on cumulative household assets under management. However, certain federal retirement plan rules prevent combining corporate plans with personal assets for fee reduction.

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

One Union Square, 600 University Street, Suite 2401, Seattle, WA, 98101

Get directions

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hohimer Wealth Management, LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - March 2022 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - March 2022 · 1 yr 6 mos
Citigroup Global Markets INC.
May 2019 - July 2020 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
May 2019 - July 2020 · 1 yr 2 mos
Santander Securities
April 2017 - April 2019 · 2 yrs
Santander Securities LLCBroker
April 2017 - April 2019 · 2 yrs
Edward Jones
February 2017 - April 2017 · 2 mos
Edward JonesBroker
February 2017 - April 2017 · 2 mos
TD Ameritrade, INC.
July 2013 - October 2016 · 3 yrs 3 mos
Amerivest Investment Management, LLC
July 2013 - October 2016 · 3 yrs 3 mos
TD Ameritrade, INC.Broker
July 2013 - October 2016 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - July 2013 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2012 - July 2013 · 1 yr 6 mos
UBS Financial Services INC.
January 2009 - December 2011 · 2 yrs 11 mos
UBS Financial Services INC.Broker
December 2008 - December 2011 · 3 yrs
Chase Investment Services CORP.Broker
February 2007 - December 2008 · 1 yr 10 mos
National Securities CorporationBroker
April 2005 - August 2005 · 4 mos
State Registrations5 states
IDINMTTXWA
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.
Bryan Abdelnoor - Financial Advisor | TrueAdvisor